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1099-R with Multiple Entries and different distribution codes
I mistakenly made contributions to my ROTH after I retired from my work. Upon realizing my mistake, I called the company and had the funds returned. I am over 60 and had that ROTH for more than 20 years.
I just received my 1099-R with the following entries:
Gross Distribution Distribution Code
6296 JP
287 J8
How do I make those entries to TurboTax and do I need to amend my 2022 income tax return? Also, why code "J" when I am over 60?
Thanks for your advice
CS
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‎January 16, 2024
3:34 AM