dmertz
Level 15

Retirement tax questions

If the entry is made in forms mode because you do not have other Forms 1099-R to be able to make the entry in step-by-step mode, revisiting the 1099-R section in step-by-step mode can cause the forms-mode entry to be erased, so one must be careful using forms mode.

 

The distribution made in 2022 will be taxable on your 2022 tax return.