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Retirement tax questions
Hello,
I completed the same process for the exact same situation (created 1099-R by using "type it in myself" feature and used codes J and P, chose year 2024 when prompted). The distribution amount and the taxable earnings on the distribution are showing up correctly in my 1040 form.
However, TurboTax prompted me to attach a copy of my 1099-R to my return. Since I won't receive my 1099-R until 2024, I can't attach a copy of it. Any suggestions on how to go about attaching some kind of form? Do I need to use Form 4852?
Thank you in advance for reading this!
‎April 6, 2024
9:34 AM