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Retirement tax questions
No, if you already entered a 2023 Form 1099-R with codes P and J to report the earnings when you filed your 2022 tax return then you will not need to amend the 2022 tax return.
You don't need to delete the 2023 Form 1099-R with code P and J from your 2023 return since the code P will tell TurboTax to ignore the income on your 2023 return.
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‎April 13, 2024
4:28 AM