RobertB4444
Expert Alumni

Get your taxes done using TurboTax

You are correct about what the writing says, but if you follow it you're going to confuse the IRS.  

 

Since you're going to get the form for your 2023 taxes there is no point in reporting it on your 2022 taxes.  They'll try to match the forms to your 2023 return and they won't look at 2022.  You'll get a letter and have to respond with a copy of your 2022 return explaining everything.  

 

Just report it next year.

 

@RH1234 

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