@DanaB27
Hi, I have the same situation, made an excess IRA contribution in 2022 and corrected it before filing my 2023 taxes. Just got my 1099-R for the 2023 tax year. I understand from your response that 1) I don't need to amend my 2022 return, and 2) I don't need to enter anything on my 2023 return.
I wanted to double check what I should do in TurboTax. Before finding this discussion thread, I had manually entered information for the 1099-R. Since I had code PJ in Box 7, TurboTax told me that "it looks like you may need to pay extra taxes on this distribution" and "Looks like you may need to amend your 2022 return". I just want confirm that both of these statements are in fact not correct.
Should I remove/delete the 1099-R from my 2023 return altogether? Thank you.
