Get your taxes done using TurboTax

If you wait till next year 2025 and get a P, TurboTax will instruct you to amend your 2023 tax return.

You avoid all that hassle by including the earnings on Line 4b now.

 

 

J means early distribution.

if you do it now you should not have a form 5329 attached.

 

Nobody wants to amend if they can avoid it.

 

@radzik