Retirement tax questions

Glad I could help.

 

When you amend 2019 and enter the 1099-R with code JP, don't worry if it says "taxable in 2018. it will ask which year the 1099-R is for, 2029 or 2020. choose 2020 and then it is taxable in 2019 and not 2018.

**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.**