DanaB27
Expert Alumni

Retirement tax questions

I reviewed your return, you did not enter any Form 1099-R on your 2022 return. But you do not need to amend the 2022 return to add the 2023 Forms 1099-R with code PJ because you did not have any earnings on the returned excess contributions. Therefore your tax return would not change and TurboTax would only add an explanation statement.

 

@Smorr017 

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