Retirement tax questions

Great tips.........  I'm in the same boat.  Just want to confirm that codes P and J in box 7 of the 1099-R is for ROTH IRA and not for a regular IRA.

Also, if I need to process a ROTH IRA Excess contribution for the 2022 tax year that I corrected in March 2024, where on the desktop version of the 2022 TurboTax version do I indicate the this a "Return of a ROTH IRA Contribution AFTER the Due Date of the Tax Return".  I do not see any option anywhere and when it gets to the "Explanation" statement page, it constantly states "Return of a ROTH IRA Contribution BEFORE the Due Date of the Tax Return".

Do I just ignore this and state in the explanation it a correction AFTER the Tax Due Date?