Thank you @DanaB27 My 1099R in 2023 with a code of PJ has a loss, distribution is 5800 (contribution 6000 in 2022) and my 2a is 0. I returned the excess contribution before the filing deadline in 2023. In that case, I don't need to amend my 2022 tax return, right?
I saw your response to another similar case here: https://ttlc.intuit.com/community/taxes/discussion/[product key removed]ved-for-jp-j-early-distribut..., (No, you do not need to amend your 2022 tax return. You do not need to enter contribution since you withdrew the contribution before the due date. You also don't need enter the Form 1099-R with code JP on your 2022 return because it will not change anything on the 2022 return since you had a loss. You had no taxable event since only earnings are taxable with the return of excess contributions. All that TurboTax would do is add an explanation statement. ) please help to confirm.
Thanks a lot,
