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Retirement tax questions
To clarify, are you e-filing or mailing your return?
You only need to provide a copy if you had tax withholdings. If there is no tax withholding shown, there is no requirement to provide a copy of the Form 1099-R. If your Form 1099-R shows tax withholding, TurboTax automatically includes the details of the Form 1099-R in your e-filing.
If you had taxes withheld don't enter them on your 2023 return they will need to be reported next year when you get the 2024 Form 1099-R since the withholdings are reported in the year that the tax was withheld. The 2024 code P will not do anything to the 2024 tax return income but the withholdings will be applied to 2024.
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‎April 8, 2024
5:10 AM