ErnieS0
Expert Alumni

Get your taxes done using TurboTax

You will not receive a 1099-R this year because you withdrew your contribution in 2023.

 

You can contribute to a 2022 Roth up to the due date of the return but any withdrawals and distributions are recorded in the calendar year (2023) so they will be part of a 2023 1099-R.

 

Report the amount shown on the form on next year’s tax return.

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