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The agent you spoke was referring to transferring a Form 1040-SR PDF, that PDF is not supported for transfer to the current tax year.

 

If you transferred the 2022 tax data file (.tax2022) the forms should have all transferred over to the 2023 return.  Unless you indicated on the 2022 Form 1099-R when in Forms mode - Do not transfer this 1099-R to next year