DanaB27
Expert Alumni

Get your taxes done using TurboTax

Are these 2022 Form 1099-R or 2021 Form 1099-R?

 

A 2022 Form 1099-R with code J will belong on your 2022 tax return and a 2022 Form 1099-R with codes P and J belongs on your 2021 tax return.

 

Yes, if you made nondeductible traditional IRA contributions then only the earnings will be taxable on your 2020 tax return when you report the conversion. You only need to amend your 2020 tax return if you didn't report the conversion (Form 1099-R) on it. When did you file the 2020 amended return? Did you mail the return? Please see Where's My Amended Return?

 

@ChiMing  

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