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Get your taxes done using TurboTax
To clarify, do you have also a 2024 Form 1099-R with code PJ entered? If yes, this is a issue we are currently working on.
If you do not have taxes withheld on the 2024 Form 1099-R with code PJ then delete this form since you do not need to report it on your 2024 return. You will have to report it on your 2023 return. Please see How do I amend my federal tax return for a prior year?
After deleting Form 1099-R with code PJ you should see the correct follow-up screens:
- Click "Continue" on the "Your 1099-R Entries" screen after deleting Form 1099-R with codes PJ and entering Form 1099-R with codes 8J
- Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".
If you have taxes withheld on the Form 1099-R with code PJ then please try this workaround:
- Delete the Form 1099-R with codes PJ
- Click "Continue" on the "Your 1099-R Entries" screen after deleting Form 1099-R wit codes PJ and entering Form 1099-R with codes 8J
- Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return".
- Continue until you are back at the "Wage & Income" screen and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)"
- On the "Your 1099-R Entries" screen select "Add another Form 1099-R"
- Enter Form 1099-R with code PJ
- Continue until you get to the "Your 1099-R Entries" screen then click "Wages & Income" to get back to the Wages & Income screen
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‎April 6, 2025
1:58 PM