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Thanks for your reply. Just to clarify, the W2c and the 1099-R are different, in that the amount on the 1099-R is higher than the adjusted amount on the W2c. My W2c adjusted my income by $803, but the check I received and the 1099-R form were for $818.13. Does the difference ($15.13) not need to be added to my 2023 return? It is a very small amount for sure, but I just like to make sure I have all my information correct. Thanks again for your help!

 

@RobertB4444