.........Just remember to come back in late Jan - early Feb to confirm, and put in the actual 2022 $$ for those forms from the real SSA-1099 and 1099-R forms. You might be close, but not quite right, and you don't ever want to have to Amend later.
Never actually file before the end of February. (And certain REITs have a habit of not issuing 1099-DIV forms until around the 1st week in March)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
