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Retirement tax questions
I created a 1099-R for 2021 taxes as suggested by a reply to my earlier post with codes PJ since the withdrawal was done in 2022 and I would not receive a 1099 R for 2021. I was told to ignore the 2022 1099-R when it arrived from my brokerage unless it showed withholding taxes which it does. It also shows the taxable amount of the earnings withdrawal which was already paid taxes on from my created 1099-R on mu 2021 taxes . If I input all the info including taxable earnings it looks like my earning will be taxed again for 2021.
Thanks for any help
‎February 16, 2023
3:31 PM