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Get your taxes done using TurboTax
You were correct, the actual distribution date was Feb-12-2024 however the reason for the 1099R in the first place was to correct an excess contribution to my Roth IRA. That excess contribution was made in and it had earnings in 2023. My 1099 has the codes PJ and when I filed my 2024 taxes TurboTax informed me that I may need to amend my 2023 return. When I tried to add the 1099R to my 2023 amendment I got the issue with the federal income tax withheld not matching. So should I add the 1099R to 2023 tax amendment but leave the amount of federal income tax withheld to $0 for 2023 since it was withheld in 2024?
May 7, 2025
7:11 PM