I think what happened is that on my 2022 return, it asked for my Roth contributions, but then asked if any of these were excess. I said "no" because I didn't think anything was in excess. So then it did not fill form 5329 to show the penalty or apply any other additional tax on Schedule 2.
I don't know why an excess for 2022 autopopulated in TurboTax on my 2023 return. That's still a mystery to me...
I know you say I don't have to report the 2023 1099-Rs with code JP on my 2022 return. My question though, is that the IRS will have received form 5498 showing my contributions for 2022. If it doesn't then have me reporting a 1099-R to show the distribution of that contribution, will it come back to me later and charge a penalty/send a bill? Should I "close the loop" so to speak, for 2022 by reporting those with code PJ?
@DanaB27
