In 2023 TurboTax, enter the code PJ 2024 Form 1099-R as received. Because, when asked, you will tell 2023 TurboTax that the form is a 2024 Form, 2023 TurboTax will ignore the withholding from the form and use only the amount from box 2a.
In 2024 TurboTax, enter the code PJ 2024 Form 1099-R as received. Because, when asked, you will tell 2024 TurboTax that the form is a 2024 Form, 2023 TurboTax will ignore the amount in box 2a and use only the withholding from the form.
