DanaB27
Expert Alumni

Get your taxes done using TurboTax

The earnings shown in box 2a are taxable on your 2021 tax return and if you didn't enter a 2022 Form 1099-R with codes P and J on your 2021 tax return when you filed it then you will have to amend the 2021 tax return to report the earnings.

 

 

If you had taxes withheld then you will enter the 2022 Form 1099-R on your 2022 tax return to get the taxes applied to 2022. TurboTax will ignore the income because of the code P but will apply the taxes withheld.

 

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