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Retirement tax questions
The post you quoted above is not correct.
Yes, misinformation on the forum causes confusion.
THe 1099-R you will get in the future - Feb 2025 - will be a 2024 1099-R with Code PJ which means prior which means 2023.
TurboTax 2024 will instruct you to amend.
‎October 10, 2024
11:44 PM