@MelanieC1 Thank you! Hugely helpful. Last question, when amending my 2022 tax return which of my contributions would I include on the manually created 1099-R?
- June 2022 contribution amount + earnings (contributed towards 2022 Roth IRA limit)
- January 2023 contribution amount + earnings (contributed towards 2022 Roth IRA limit)
- July 2023 contribution amount + earnings (contributed towards 2023 Roth IRA limit)
If I did want additional assistance when amending my TurboTax return, what is the best way to get in touch with an expert?
