You should report the earnings on your 2024 tax return. When you enter the Form 1099-R with the proper codes J and P in box 7, you will be asked which year the form is for, and you should answer 2025. TurboTax will file it correctly on your 2024 tax return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
