I amended my taxes for 2022 with a 1099-R and now I was sent that same form, do I have to add it as well to my 2023 taxes?

nikkibcole · ‎February 9, 2024

xmasbaby0 · ‎February 9, 2024

If you took money out of a retirement account , or received income from an pension, etc. during 2023, you will get a 1099R from the plan and it must be entered on your tax return. If you have a 1099R for 2023:

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DaveF1006 · ‎February 9, 2024

Yes, but the 1099R form should have a code in Box 7 that will not add taxable income to your return.

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I amended my taxes for 2022 with a 1099-R and now I was sent that same form, do I have to add it as well to my 2023 taxes?