Also, last questions for @DanaB27 :
1. I believe I am supposed to include, at the top of the amended return, the following text "Filed pursuant to section 301.9100-2" How do I get TurboTax to allow me to include that? Do I need to file by mail, in that case? Or is it possible to file electronically? [[edit: when I went to finish/print my 2023 amended return, I was prompted to explain the reason for the change, and I entered the text there. It appeared on the 1090X that was generated, in Part II: Explanation of Changes. Looks like I will file state and federal amended returns by mail]]
2. Should I remove my 2024 Form 1099-R from my 2024 taxes? Since it was included in my 2023 return?
Thanks!
