dmertz
Level 15

Retirement tax questions

Other than to remind you that any amount shown in box 2a is reportable on your 2022 tax return, 2023 TurboTax will properly ignore a 2023 Form 1099-R that includes code P in box 7 except to credit on your 2023 tax return any tax withholding shown on the form.

 

Given the small amount of additional income that reporting this would add to your 2022 tax return, it probably is not worth amending.

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