dmertz
Level 15
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Get your taxes done using TurboTax

You should have already included this $5,000 on your 2022 tax return as an excess deferral and been taxed on it.  If you did, there is no need to amend.  Otherwise, amend your 2022 tax return by entering the code-P 2023 Form 1099-R into 2022 TurboTax and, when asked, indicate that it's a 2023 form.

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