Retirement tax questions

Did you decide what to do?

 

Enter a made-up 1099-R with code PJ

put the earnings $68 in box 1 and box 2a

don't check any boxes

don't check the IRA/SEP/SIMPLE box because you have a Roth IRA.

The trick is to tell TurboTax you have a 2024 1099-R

It should ask you that in the Step by Step process.

 

This should give you the earnings in line 4b

 

@helpplease44