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Get your taxes done using TurboTax
I'm not sure what to do about the display issue other than using the help option on your screen to talk to a representative. They will either resolve the issue or escalate it so that someone will contact you with a resolution.
You shouldn't pay any tax in 2024 if you pay the tax in 2023. I know the codes are confusing, but I believe your broker may use code 8 in 2024, as they don't know when you report the income so they may assign it to 2024 when the distribution is made. But it seems they should use code P since the income belongs in 2023 as that is when the overpayment occurred. Maybe they will use code P, you may need to wait and see. You are using the code P this year, as you indicate that the 1099-R you are reporting is for 2024 when asked about it in TurboTax, so the distribution applies to the previous year, or 2023 in this case.
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