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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
‎October 12, 2024
5:30 PM