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Retirement tax questions
My 2022 return does not include a Schedule 2.
I have never used TurboTax desktop, so there shouldn't be any other source for forms.
I entered all the 1099-Rs, both those with J8 and JP, on my 2023 return. Should I have only entered the J8s? I thought even though they apply to 2022, that I would still need to report it as a 2023 1099-R.
‎February 24, 2024
2:29 PM