DanaB27
Expert Alumni

Retirement tax questions

Yes, the regular distribution of $1,000 reported on the 2022 Form 1099-R code J will be entered on the 2022 tax return.

 

Yes, the 2022 Form 1099-R with codes P and J for the 2021 excess contribution plus earnings will be entered on the 2021 tax return.

 

@kojajt 

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