Last year, I followed your advice and created a substitute 2023 Form 1099-R so that I would not have to amend my 2023 tax return. Now, as you said would happen, I received a 2024 Form 1099-R in January with PJ distribution codes. In my case, I cannot ignore the 2024 1099-R because I have a sum in Box 4 and Box 14. So, I clicked on yes when TT asked me if I had any 2024 1099-Rs. I followed the prompts and now TT states that it looks like I may need to amend my 2023 return. Of course, I was trying to avoid that last year by constructing a substitute 1099-R. How do I ensure that TT understands that I do not need to amend my 2023 return and, at the same time, I get credit for paying federal and state tax last year on my earnings?
