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MsSlowky
Level 1
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  • Re: Roth IRA

    Thank you for your help with this. I greatly appreciate it. Take care.
    MsSlowky
    Updated May 08, 2025

  • Re: Roth IRA

    The 1099R is from a brokerage company and the codes are J & P and we did file our 2024 return by 4/15/25. So it sounds like we need to amend our 2024 return sin...
    MsSlowky
    2
    Updated May 08, 2025

  • Re: Roth IRA

    I've got a 1099 R for 2025 which shows the gross distribution (contribution + earnings) in box 1 and the earnings only on in box 2a. I can amend 2024, but the 1...
    MsSlowky
    4
    Updated May 08, 2025
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