Anonymous
Not applicable

Get your taxes done using TurboTax

I'm in a similar situation to Harvest 704 above - understand I should use code 8 since my excess contribution for 2021 was removed Jan 2022 (and my 2021 taxes are not yet filed). I also did not have any capital gains, only a loss. In this case, should I also file a substitute 1099-R since I won't get the actual 1099-R form until Jan 2023? I assume not, but wanted to double-check.