- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
No, you do not need to amend your 2022 tax return. Your box 2a should be $0 since you had a loss. Only earnings are taxable and have to be reported. All that TurboTax would do is add an explanation statement when you enter the Form 1099-R with PJ with a loss. Therefore, you do not need to amend your 2022 tax return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 16, 2024
8:17 AM