dmertz
Level 15

Retirement tax questions

You must enter the code-E 2022 Form 1099-R into 2022 TurboTax, pay the tax and get credit for the tax withholding.

 

If there was no excess contribution made in 2021 and there was no distribution made in 2021, nothing about this should have been on your 2021 tax return.  You probably need to amend your 2021 tax return to remove the anticipated code-P 2022 Form 1099-R that you entered there.

 

think  this is what needs to happen, but I may still be a bit unclear on the sequence of events.  I don't think I understand what Form 1099-R was received at the end of 2021.