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I received a 2018 1099-R for a 2017 Roth distribution.Taxable amount $.06 Box 7 code P, but in TT 2017 that code indicates 2016 distribution, so I can’t properly amend.
Box 7 code P on the 2018 form (indicating a 2017 taxable distribution) resulted in TT 2018 saying I needed to amend my 2017 return. However, in TT 2017, when I go to add a 1099-R, code P indicates a 2016 distrubution. So TT 2018 won’t allow me to add the 1099-R, and TT 2017 with code P indicates an incorrect 2016 distribution.
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June 3, 2019
1:02 PM