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Retirement tax questions
In 2022 TurboTax
- Wages & Income -> IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Enter the details from the code-P 2022 Form 1099-R
- When TurboTax asks, indicating that it is a 2022 Form 1099-R, not a 2023 Form 1099-R
2022 TurboTax will credit on Form 1040 line 25b the withholding shown in box 4 of this Form 1099-R and will ignore the taxable amount shown in box 2a.
‎February 27, 2023
8:57 AM