Hello Dana:
I was the one that made an erroneous Roth contribution of $8000 in 2024. You and others helped me create a 1099-R on my 2024 return so I could show I was withdrawing the contribution plus earnings, using codes P and J.
In one response yo wrote: "You can report it now in your 2024 return and ignore the 1099-R ("meaning the 2026 1099-R I think") when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding. "
I have now received that 1099-R in 2026. Box 2a shows my earnings on the erroneous contribution as a Taxable Amount. But there are no values in Box 4 Federal Tax withholding and/or Box 14 State withholding. Plus I see that Box 7 has Distribution Codes PJ.
To confirm, you are saying I don't add this 2026 1099-R to the return I am filing now?
Thanks again, Gerry
