dmertz
Level 15

Retirement tax questions

@liyu , you've already reported correctly, no need to amend 2023

 

You can enter the code-P 2024 Form 1099-R into 2024 TurboTax.  As long as it shows no tax withholding, 2024 TurboTax will do nothing with it except to remind you that the taxable amount on this form should have been reported on your 2023 tax turn.  (If there is tax withholding, it's credited on your 2024 tax return, not on your 2023 tax return.)