DanaB27
Expert Alumni

Get your taxes done using TurboTax

It seems you requested a regular distribution for the 2020 and 2021 excess and therefore received Form 1099-R with code J. This belongs on your 2022 return.

 

You might want to check with your institution if they can issue you corrected Forms 1099-R one for the 2021 excess plus earnings with codes P and J and one for the 2020 excess with code J.

 

If they don't correct the Form 1099-R you would enter $12,000 for net contributions prior to 2022 (assuming you didn't make any other Roth contributions prior to 2020).

 

@yassir_nawaz 

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