Hi @DanaB27, I'm looking for some clarification if you could help again!
I'm a bit confused about the wording used here:
"Form 1099-R with Code P in box 7 can be ignored if you already reported the excess as in 2023."
Does "ignored" mean to not input the form in my 2024 tax return? Or should I input the form anyways for transparency, knowing that I don't need to go back to amend my 2023 return? TurboTax gives me a warning about needing to amend the 2023 return when I put the 1099-R in, though I know I don't need to since I reported it as instructed in my 2023 tax return.
Thanks!
