1099RHelp
Returning Member

Get your taxes done using TurboTax

Thanks again, Cynthiad66.

 

My brokerage is telling me that the message is incorrect and that Code P is accurate on the form as the contribution was designated for 2020 even though the contribution and withdrawal actually both happened in 2021. I would suggest that the message be changed in TurboTax, because that is what led me to not typing in a 1099-R myself last year which would have made the process easier than having to amend my 2020 taxes now.