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Retirement tax questions
Misleadingly, the selection text assumes that the Form 1099-R is a 2022 Form 1099-R. Not until later in the entry of the 2023 Form 1099-R into 2022 TurboTax does TurboTax ask you to indicate that it's a 2023 form on which code P means taxable on your 2022 tax return.
March 13, 2024
4:33 PM