MinhT1
Expert Alumni

Retirement tax questions

If the distribution occurred in 2024, you should have a form 1099-R for it and you should enter that form in your tax return.

 

For 2023, as you have paid taxes on a distribution which did not exist, you can amend your return to get a refund of overpaid taxes.

 

Please read this TurboTax Help topic on how to amend a prior-year tax return.

 

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