@silver6054 wrote:
Thanks @macuser_22 . I just wasn't sure about entering a 1099-R form I don't actually have this year, but I guess it's the best way!
If you do not *know* for sure from the financial institution that they *will* issue a 2021 1099-R with a code PJ and they verify the amounts in box 1 an 2a then you should wait for the real 1099-R in 2022, because if it is different then you would need to amend 2020 anyway to report the correct form.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
