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@dmertz Thanks for responding so quickly!
What was incorrect on the substitute 1099-R? Anything we should worry about?
My concern is that nowhere on the official form does it mention the tax year as 2021. In fact, this actually happened for both 2021's and 2022's contributions, and both official 1099-Rs are dated 2022 at the top, as shown.
‎October 6, 2023
3:15 PM