"reported as distributions for 2024 (on 2024 1099-R's) and would need to be reported on 2024 1040 lines 4a & 4b"
I responded earlier to this point above also.
You are not attentively reading.
This goes on your 2023 tax return, not 2024 tax return.
so, for 2023 you will be amending to report both Case 1 and Case 2.
The incorrect advice from "Expert" should be disregarded.
In my opinion it is easier to do the forms by hand than to struggle with TurboTax amend process.
Based on the info you have now, it is possible to do the amendment now. Note: You can use TurboTax to calculate the new tax using the override feature - that does not involve the AMEND command.
October 15 is a deadline only in the sense that the e-File turns off then. After that date, only paper file is possible.
You have to file the 2022 return on paper so you will know how to do that for 2023.
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You do have a messy problem but I can't hold your hand step by step to resolve it.
The main reason is TurboTax is not designed to make the solution easy for you, but instead difficult for you.
@msv1
@msv1
