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Retirement tax questions
@DanaB27OK I am confused and I apologize. I was referring to the code in box 7 on 2023 1099R form that was provided to me. They have code P only for my 2022 distribution. I thought you said that it should be codes J and P. I spoke to my financial institution about changing it and they are reluctant to update the 2023 1099R form. My question is what do I do if they don't update the 2023 1099R form to include both codes J and P?
March 23, 2024
12:46 PM