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.

 

@helpplease44