If you received a 2024 Form 1099-R with code P and J then this will have to be entered on your 2023 tax return if you didn’t enter a Form 1099-R with codes P and J when you filed your original 2023 tax return. Please see How do I amend my federal tax return for a prior year?
You do not need to enter the 2024 Form 1099-R with codes P and J on your 2024 tax return unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding. Then you must enter the 2024 Form 1099-R into the 2024 tax return since the withholdings are reported in the year that the tax was withheld. The 2024 code P will not do anything to your income to the 2024 tax return income but the withholdings will be applied to 2024.
Please see Where do I enter my 1099-R?
If you 2024 Form 1099-R has codes 8 and J then you enter it on the 2024. You can import it or enter it manually.
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