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Retirement tax questions
Thank you! A few follow-ups:
- Yes, confirming that I withdrew contributions + earnings, and there is just code J in box 7
- Your instructions say to amend my 2022 tax return. When I go to amend my 2022 tax return in TurboTax, it asks me "Did you get a 1099-R in 2022?" (not asking about 2023). Should I say yes to that to amend my 2022 return, or should I follow the instructions you provided on my 2023 return, and then separately amend my 2022 return?
March 20, 2024
6:17 AM