Thanks for the reply. Three more questions.
1) I am using TurboTax home and Biz. Are the instructions the same for the amended return?
2) Should I just ask the issuing company to revise the 1099 R to a 2024 1099-R and use 8 instead of P in Box 7?
3) Why would I do this? "When asked, answer that the Form 1099-R is for the 2024 tax year." since the substitute form I am filling out on the 2023 return is for 2023?
Again, I appreciate the help, and the quick answers!
