You will start the 2023 amended return. Please see How do I amend my federal tax return for a prior year? for instructions.
You will enter your 2024 Form 1099-R with codes P and J in the amended return:
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Then you can add the 2024 1099-R with codes P and J
Once you are done TurboTax will carry the amounts to lines 4 of the new Form 1040. Only the earnings will be taxable on line 4b.
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