DanaB27
Expert Alumni

Get your taxes done using TurboTax

No, do not add a Form 1099-R on your 2024 return when you took the distribution in 2025 and nothing in 2024. You will have to report the distribution next year on your 2025 return.

 

Please follow the steps I mentioned above.

 

@jkbrockman 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"