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Retirement tax questions
"The earnings from an 2022 excess contribution have to be reported on the 2022 tax return. Code P on the 2023 Form 1099-R indicates that you have to report the earnings on the 2022 tax return."
I actually don't have a code P on my 2023 Form 1099-R. In my distribution code box, it says 8J. So do these instructions this still apply to me?
‎April 2, 2024
6:06 PM