dmertz
Level 15

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.