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Retirement tax questions
If there is a taxable amount shown in box 2a of the code JP 2023 Form 1099-R and that amount was not previously included in your 2022 income, you must amend the 202 tax return as I previously described.
The code J8 2023 Form 1099-R is reportable on your 2023 tax return, not on your 2022 tax return.
‎January 16, 2024
5:58 PM