Dan, super helpful. Thank you SO much.
The financial institution is sending the 1099-R I think in my mind I was getting a 2024 1099-R, but it will definitely have year 2025 on it?
In that case, if I create the 1099-R myself will it be for 2024? Also, it was a loss, not a gain. I know I cannot use the loss against my gains for 2024, correct? I transferred securities so the loss was only paper, the shares will grow back. Nano
