- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Yes, you do not have to enter anything on your 2023 tax return.
No, you do not need to amend your 2022 tax return to include the 2023 Form 1099-Rs received because they will not change your tax return. TurboTax would only add an explanation statement for the Form 1099-R with code PJ since you did not have any earnings (only earnings would be taxable). A Form 1099-R with code BP won't make any changes to your return since a excess deferral to a designated Roth account won't be added to the wages.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 2, 2024
4:40 AM