In 2024, I did a direct rollover of pre-tax matching monies to a regular IRA; the matching was part of a Roth 401k. On the 1099-R, the Gross Distribution and the Taxable Amount of the pre-tax monies are equal. The Distribution Code is R.
Turbo Tax suggests that I may need to amend my prior year's return, stating that "Your 1099 reports earnings on a contribution made in 2023." Is this necessary, since I did a direct rollover?
