Hello,
I've been trying to figure this out, and in so doing, I added the 2023 1099-Rs to my 2023 return. It sucessfully added them, but my tax liability didn't change, and I received a message that I may have to amend my 2022 return.
Am I correct in assuming that (as you noted) that the "P" code is triggering the message about amending my 2022 return? If that's true, is it safe to enter the 1099-rs on my 2023 return, and not amend my 2022 return since I have listed (through the missing 1099-R feature), the principal of $22 for each account, and the only unaccounted income is the interest from my over-contribution of $1.21 from each of the accounts? thanks any assistance you can provide, Steve
