katsbirds
New Member

Retirement tax questions

I have a 1099-R for 2023, because the $3350 we removed in April 2023 was then cashed out in December 2023 and put in as a cash contribution for 2023 (we did that on April 4, 2024).

I transferred the 1099-R information into Turbo Tax.

Not sure if I have to declare an early distribution from my Roth IRA or anything else.

I have a Capital Gain and that's fine.

The only thing I don't like is amending my 2022 return since I don't want to mess things up even more.