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Retirement tax questions
Also, if I look at using TurboTax to amend my 2023 return, and use the 1099 - R I received in 2024, the codes aren't correct --JP (the code on my 1099-R) is excess contributions, taxable in 2023. But when I enter that code while doing my 2023 amended return, JP shows up as excess contributions, taxable in 2022.
???
March 10, 2025
3:48 PM