AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

Please be aware, even though code P will say in the drop-down menu "Return of contribution taxable in 2021" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 2022.

 

  1. After entering your 1099-R information as shown on the Form on your 2022 amended return click "Continue"
  2. On the "Which year on Form 1099-R" screen say that this is a 2023 Form 1099-R.
  3. Click "Continue" after all 1099-R are entered and answer all the questions.
  4. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings (box 2a) under "Corrective distributions made on or after December 29, 2022 and before the due date of the return".

 

@ronc 

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