Hi, Thank you for the response.
Yes, it has PJ code. So, even the form is for 2024, I still need to report it for 2023? But we did not receive this form until Jan, 2025. The money was deposited to her Roth IRA in 2023 and reversed (back to her bank account) in Jan 2024, so technically, the additional taxable gain amount was made in 2024, right? Just try to confirm, you are saying this money should be report to 2023 not 2024? I am a little confused.
Plus, at the end, TurboTax say it has too many letters for the code, it ask me to select from a drop down menu, where either"P" or "J", not "PJ". Which should I select?
Thank you
