TitoBonsai
Level 3

With the additional information you provided, I think CS's 2024 Form 1099-R is correct.

I would assume that the two months' earnings on $6,500 is a relatively insignificant amount. If that is the case, I would use Code P in Lacerte 2024 and move on. However, the correct approach is to amend 2023 returns and to use code 8J in Lacerte 2024.