You will receive a 2025 Form 1099-R next year and this will we entered next year on your 2025 tax return.
Yes, you will have to amend years 2012 to 2023 if you did not pay the 6% penalty when filed the original returns.
Form 5329 Instructions state: "Prior tax years. If you are filing Form 5329 for a prior year, you must use the prior year's version of the form. If you don’t have any other changes and haven’t previously filed a federal income tax return for the prior year, file the prior year's version of Form 5329 by itself (discussed earlier). If you have other changes, file Form 5329 for the prior year with Form 1040-X, Amended U.S. Individual Income Tax Return."
Please see Prior year forms and instructions to search for prior year Form 5329 and Form 1040-X.
Please see Taxpayer Advocate Service for additional information.
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