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Thanks for taking the trouble to respond.

 

I am wanting to file my Amended Return before Oct. 15, 2023 and so would prefer to not wait until the 1099-R is issued in Jan. 2024.

 

So my hope was to get enough help and clarity as to how to go back into Turbotax, Amend my 2022 Return by adding this Excess Contribution just distributed and pay the additional tax and be done with it.

 

I am not clear on what all i need to in Turbotax, how to “self-generate” the 1099-R (with the right inputs for each box entry) and go about finishing the Amended Return.

 

I will hope there will be additional input to help me get those answers.

 

Thanks for your input!