Thank you. This has been very helpful - the situation is almost identical to mine. I do have a couple questions. FYI, I am using TurboTax Premier on my Mac.
I got through step 8 (“Box 2a enter $0”) fine. On Step 9 the procedure says “Box 7 enter J and P”. On the dropdown, the choice J is “Early Distribution from Roth IRA” - that seems consistent. The dropdown for choice P says “Return of contribution taxable in 2021”. That seemed weird, so I looked at the dropdown list and saw choice 8 is “Return of contribution taxable in 2022”. Should I choose “P” or “8”?
I never got the “Which year on Form 1099-R” screen from Step 11. Is there some other way that I can indicate that this is a 2023 Form 1099-R?
