dmertz
Level 15

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.