> "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."
Yes! I do have a second 1099-R coded PJ. It was for a removal of excess of exactly 6500 form my 2023 contribution, with [1] Gross distribution of 6500 and [2a] Taxable amount of ZERO (since both removals occurred in 2024, the earnings were combined onto my 1099-R 8J).
So it is safe to remove this PJ, ok. Do I even need to amend my 2023 since there is no taxable amount?
And just to clarify, on the "Did you use your IRA to pay for any of these expenses?" for "Corrective distributions made before the due date of the return" do I enter the [1] Gross distribution or [2a] Taxable amount (from the 1099-R 8J)?
