@dmertzThanks for clarifying. This information conflicts with the information provided by@AbrahamT, (included below)."""""""If you know you’ll be receiving a Fo...
@AbrahamTTo be clear, I will be creating a 1099-R for my 2022 return with codes 8 and J, and NOT with code P as suggested earlier in this thread. Then next year...
Hello,I have not yet filed and I did not receive a 1099-R from the custodian of the roth IRA because the distribution was made in 2023. However, i have to repor...
Hello,I have a similar issue (I made an excess contribution in 2022 and withdrew the excess in 2023). I called the IRS and asked them about the two options disc...
