@tdo061803 wrote:
Thanks again!
For Item 1:
Is it possible that code J is not the correct code, and the 1099-R has not taken into account of the distribution is an excessive contribution removal?
For Item2:
Okay I need to enter it in 2020 return and amend 2019 return.
Did you mean:
On 2020, I enter what's in box 4 - 14
On 2019 amendment, I enter what's in box 2a
#1) Code J is a normal distribution and has nothing to do with a return of contribution. It hat is not correct then contact the issuer of the 1099-R.
#2) Enter the entire 1099-R into both 2019 and 2020. TurboTax knows to ignore the tax withholding in 2019 for a code PJ and to only apply the withholding for 2020.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
