DanaB27
Expert Alumni

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.

 

@charlieandjillian 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"