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Roth IRA Excess Contribution - Form 4852 required?
I have determined that I have excess contribution in my Roth IRA for tax year 2021 when filling out my return. I have removed the excess contribution (and earnings) from my Roth IRA and moved it to a individual brokerage account. Since the excess was removed in Feb 2022 ( for the tax year 2021), I was told by my financial institution that I will receive a 1099-R next year (2023).
My situation is basically as shown in Option 2 in the below link.
The above link says
"If you haven't filed your 2021 return yet, you can report it now and ignore the 1099-R you receive later (unless there's Box 4 Federal Tax withholding and/or Box 14 State withholding.) Then you must enter the 2022 1099-R into the 2022 tax return since the withholding is reported in the year that the tax was withheld. The 2022 Code P won't do anything within the 2022 tax return but the withholding will be applied to 2022."
I was planning to file my 2021 return and report excess now, and ignore 1099-R that I will receive in 2023. ( based on what the above link says)
My question is -
-Since I do not have a 1099-R for 2021, but I am filling this form in turbotax, do I check the box "I need file a substitute 1099-R" which would then force me to file a Form 4852? Or do I just choose " None of these situations apply".
-I am basically filling a 1099-R form in turbo tax without actually receiving this form. Do i need to do something different in turbotax, to let IRS know that I have not received1099-R form?
( I have already received the information from my financial institution so I know all the numbers I am entering in the 1099-R section in turbo tax is correct. Also to note, I do NOT have Box 4 Federal Tax withholding and/or Box 14 State withholding ).