Retirement tax questions

Yep....you need to be clear about what the years mean.

 

TurboTax (and all other providers, including the IRS) call the software and forms used as being (say) "2022" software & forms for all income, deductions, credits, etc during 2022.   But, since the year doesn't end until Dec 31, you don't file your 2022 taxes until sometime in 2023......and most tax forms for 2022 are issued to you in the first couple months of 2023.

 

So if you filed "during" 2023, a 2022 1099form, of some type, that was correct...and TTX will show that filing as being for 2022.

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IF Filed On-time

.......2023 taxes are filed in 2024 and are called 2023 taxes.

.......2024 taxes are filed in 2025 and are called 2024 taxes.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*