That did the trick! Thanks to both@DawnCand@fanfarefor helping me navigate this tricky 2023 1099-R creation. I did end up using the P code as@DawnCsuggested and...
@radzik@fanfare@DavidD66After some further research, I don't see an option in TurboTax to use the P designation for tax year 2023 or 2024 when attempting to cre...
I'm in the exact same position as@radzik- overcontributed to Roth IRA in 2023, then timely corrected in Jan 2024 (before 2023 filing deadline), and now need to ...
