AmyC
Expert Alumni

Retirement tax questions

You are correct on all counts. Call the company and have them issue a corrected 1099-R. See pages 16-18 of 1099-R instructions. Since this happened in 2024, code P would not be accurate, neither is J. The code 8 seems accurate for this situation.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"