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Retirement tax questions
1)Yes, you would have to amend your 2020 return to include the 2021 Form 1099-R with code PJ.
2) It seems you entered it correctly.
3) No, you don’t need to amend your 2021 tax return. TurboTax knows that the 2021 Form 1099-R with code PJ doesn’t belong on the 2021 tax return because of the code P. Therefore, TurboTax won’t count the distributions (the only item it would pull from the form would be tax withheld which would belong on the 2021 return).
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February 22, 2023
5:01 AM
1,118 Views