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Retirement tax questions
You do nothing in TurboTax for your 2023 return since the 2023 Form 1099-R including code P belongs in the 2022 tax return.
You don't need to amend your 2022 tax return since you have no earnings in box 2a.
Therefore, you don't need to do anything in TurboTax and only document it for your records.
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March 25, 2024
5:20 AM