ronc
Level 2

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?"