2023 roth ira over contribution

[dmertz]

IRS knows that code P on a Form 1099-R means that the taxable amount is reportable on the previous year's tax return.

[badattaxes1]

so I don’t need to upload/fill out the 1099-R PJ at all 

[dmertz · Accepted solution]

Only if the 2024 code PJ Form 1099-R shows tax withholding does it need to be entered into 2024 TurboTax.