dmertz
Level 15

Retirement tax questions

If you do enter the code-JP 2024 Form 1099-R into 2024 TurboTax, when 2024 TurboTax asks if the Form is a 2024 form or a 2025 form any you indicate that it is a 2024 form, 2024 TurboTax will ignore it other than to remind you that it was reportable on your 2023 tax return.

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