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[Event] Maximize Your Deductions | Ask the Experts
If you need to amend your 2024 return to add the income, you can create a substitute 1099-R and use the correct codes, JP. Be sure to select Substitute 1099-R and enter the explanation for why you are using a substitute.
You are creating a paper trail. Your 2025 return will show the distribution again and you should indicate it is a return of contribution reported in a prior year.
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