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Retirement tax questions
@psushu wrote:
So even though the 2020 1099R I received has 8 as the distribution code, I can change it to P or J?? I don"t think I claimed the interest in 2019.
NO. You are asking a different question.
A code 8 has nothing to do with 2019 or code PJ.
A 2020 1099-R with Code 8 means a 2020 contribution returned on 2020. Just enter the 1099-R that you have.
**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.**
ā€ˇFebruary 23, 2021
1:00 PM