- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
No, the IRS won't get the 2024 Form 1099-R until 2025, therefore our can choose to wait until your get the form. If you choose to wait for the 2024 Form 1099-R then you would still file your 2023 return by the due date, just without it. Once you receive the 2024 Form 1099-R in 2025 you would need to amend your 2023 return.
Generally, it is just easier to enter the2024 Form 1099-R with code P and J when you file your 2023 return. Then you don't have to amend your 2023 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 19, 2024
8:27 AM