Thank you again for the reply.
I have a check on the way from the Roth provider. Confirmed check on the way this tax year 2021 on Monday. (4/17/2023)
I have not received a 1099-R.
Since the transaction is recent, there has been no time to get a developed 1099 from Roth provider.
In doing research on this. I anticipated that I would need the J and P codes to tell that a) there was excess contributions recognized from 2021 and b) I’m taking the excess out.
