Yes, you will file the Form 1099-R with your 2021 tax return because it is a 2021 Form 1099-R. When you get to the "Did you get a 1099-R in 2021"? screen answer "Yes".
Did you request a return of excess contributions plus earnings with your financial institution? Because only the earnings should be taxable and your 1099-R should have codes J and 8 in box 7.
Did you have prior year contributions in the Roth IRA? If yes, then please make sure you enter the net contributions prior to 2021 on the "Enter Prior Year Roth IRA Contributions" screen.
- Login to your TurboTax Account
- Click on "Search" on the top and type “1099-R”
- Click on “Jump to 1099-R” and enter all your 1099-Rs
- Click "Continue" on the "Review your 1099-R info" screen
- Answer all the questions and make sure you enter the net contributions prior to 2021 on the "Enter Prior Year Roth IRA Contributions" screen
- Answer the remaining question.
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