Hi Dana,Thank you for the explanation, clarifying how the P and J codes are interpreted for each tax year. Now it makes sense why I DO include this 1099-R in my...
Hi Dana,Thanks for the additional review and feedback. I DO have a value in Box 4 (Federal Income Tax Withheld) on the 1099-R (2022), but the value matches what...
Hi Dana,Thanks for the reply and info. I think rather than 'recharacterize', I should have stated, I reversed the Roth IRA contributions made during 2021 (and J...
