@DanaB27Just for clarification, in Feb 2024 I received a 2023 Form 1099-R with only code P for the removal/distribution of a 2022 excess contribution. The excess contribution was made in Jan 2022 and distributed back to me in March 2023.
You stated, "If your financial institution refuses to correct the code I would document that they refuse to use the correct codes according to the Form 1099-R instructions and keep it for your records." I was asking about how TT wanted me to handle it, i.e. 1) change 2023 Form 1099-R when I enter it in TT; or 2) create a new/substitute 2023 Form 1099-R (Form 4852) using TT; or 3) do nothing more in TT, ie. leave 2023 Form 1099-R alone as provided by financial institution with only code P and document it for my records?
