heoconxinhdep
Returning Member

Retirement tax questions

I see. So I must amend my 2022 tax return first to correct the 8606 form (I will need to enter this form manually right? or is there a way to do it in TurboTax?)

 

Then for year 2023, my 1099-R indicates Code 2 on box 7 (Early Distribution) since it's used for Roth conversion, I just need to indicate that it was moved into another retirement account (this is what I meant by "rollover": to roll/move a different account). Do I need to enter 8606 manually or just 1099-R