MaryK4
Employee Tax Expert

Retirement tax questions

You can log in to your 2023 tax return and indicate that you are amending your tax return.  Add the 2024 1099-R (it will ask you what year the form says so indicate 2024).  The code P will add the income to the 1040X which you can then file.  Please let us know if you have any questions while working on this.  

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