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OK. Thank you. So do I need to include this 1099-R in 2024 return? From another post, it seems I can either include this or not?
And I tried to start to amend 2023. But after I select adding 1099-R, before I adding the form or enter any numbers, it shows a Federal Due of ~$9500, which does not make sense, right? One, I have not enter any information for the amendment yet, two, the taxable on this 2024 1099-R is only $126. How does it make the Federal Due > $9000?
March 30, 2025
11:59 AM