DanaB27
Expert Alumni

Retirement tax questions

I reviewed your return. If you didn't file the 2024 Form 1099-R with code PJ with your original return then you will need to amend your 2023 return. Please see How do I amend my federal tax return for a prior year?

 

On the 2023 return you can remove the 2023 Form 1099-R with code PJ since this doesn't show any taxes withheld and it belongs on the 2022 return. Then you are able to get the correct "Did you use your IRA to pay for any of these expenses?" screen and can enter the amount of earnings under "Corrective distributions made before the due date of the return".

 

@a530 

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