Thank you so much for the clarification with the code - JP 2022 Form 1099-R! I will contact Vanguard to request the return of $6000 and follow the instructions to file it.
For the 2nd 2022 Form 1099-R, box 1-$1250, somehow, it didn't generate Form 5329. I remember you said $1250 will be on line 20 of Form 5329 to eliminate the excess contribution penalty for 2022 and beyond. Am I doing something wrong again? Or because she had zero income in 2022, TurboTax is confused?
Thanks so much for your help!
