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Retirement tax questions
@DanaB27I imported the 2023 Form 1099R into TT for 2023 return. Should I delete the imported 2023 Form 1099R info or leave it alone since it had a code P in box 7?
Also, you state code "P and J". There is only one code that is P. Box 2a is blank. Do I still need to amend 2022? BTW, my 2022 contribution was $7K but my distribution was $5900, i.e. a loss. Do I still need to amend 2022 return?
March 16, 2024
8:24 AM