To confirm, what are the codes on your Form 1099-R box 7?
If your 2023 Form 1099-R has the codes P and J then you will enter it on your 2022 tax return. Please see How do I amend my federal tax return for a prior year?
"For purposes of determining excess contributions, any contribution that is withdrawn on or before the due date (including extensions) for filing your tax return for the year is treated as an amount not contributed. This treatment only applies if any earnings on the contributions are also withdrawn. The earnings are considered earned and received in the year the excess contribution was made." (Pub 590-A)
@protohealer
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
