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Retirement tax questions
Apologies for the delay @DaveF1006 as I am truly grateful for your time and assistance.
Try 1191858 as I just did it again. This should be for tax year 2023.
I also spoke with Vanguard and they believe it should be a "J" for the code as it is on the 1099-R and that TurboTax should treat it similar to how it treats the code on the Fed return (not taxable) and told me to let TurboTax know there may be a bug.
Thanks again!
‎February 23, 2024
6:46 AM