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Get your taxes done using TurboTax
Thank you so much, AnnetteB6,
This is EXACTLY and the most correct the answer I was looking for.
A TurboTax support rep suggested I not amend my 2022 return and that "perhaps I might get another 1099-R when I start distributions/withdrawals down the road". Community user Fanfare agreed with my original idea to use distribution code 8 instead of PJ, which would've ultimately computed the correct amended return FED/State Taxes owed, but that code wouldn't have matched what was sent to the FED and my state. Your answer AnnetteB6, was the absolute best/correct answer, along with the additional info on how to respond to the following TurboTax question of "Did you use your IRA to pay for any of these expenses?"
‎February 10, 2024
9:21 AM