Thank you DanaB27.
The answer made me think of this follow-up question: The activity that requires amending the 2023 tax return occurred in 2023 but the 1099-R was issued in 2024. Do I also have to report that 1099-R in the 2024 return? I suspect that if I did that, TurboTax would calculate taxes to be paid for 2024 return and thus, I would accidentally be double-taxed.
