DanaB27
Expert Alumni

Retirement tax questions

1. If you didn't have any tax withheld then you only need to enter Form 1099-R with codes 8J on your 2024 return. Form 1099-R with codes PJ belongs on the 2023 return.

 

If you didn't report a 2024 Form 1099-R with codes PJ on your 2023 return when you filed it then you will have to amend your return to report it.

 

2. It seems to think you had a prior year excess contribution. You removed everything in time and shouldn't have any excess contribution carried over. Please verify that you do not show a prior year excess contribution, then you can enter 0   and continue with your return.

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