DanaB27
Expert Alumni

Get your taxes done using TurboTax

No, you don't treat it differently. Entering a 2023 Form 1099-R with code P on your 2023 tax return wouldn't do anything to your 2023 tax return. It belongs on your 2022 return but if you reported it already by either entering a 2023 Form 1099-R with code P or my steps then you don't need to amend your 2022 tax return and can ignore that 2023 Form 1099-R code P.

 

@xiaochong2dai 

 

 

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