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Retirement tax questions
TurboTax's drop-down selection and the 2024 IRS instructions assume that you are dealing with a 2024 Form 1099-R. However, your Form 1099-R will be a 2025 Form 1099-R where code P means taxable in 2024. A AnnetteB6 indicated, when you indicate to 2024 TurboTax that the form is a 2025 form, TurboTax will treat it as taxable in 2024.
March 6, 2025
5:03 AM