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Withdraw of Excess Roth IRA Contribution
Hello,
My 2021 Roth IRA contributions were all in excess due to my income. I haven’t filed my tax return for 2021 yet, and I asked my financial institution to withdraw my contributions from 2021 and its earnings.
As I understand it, the earnings would be considered income for 2021 given the contributions were made in 2021. however, my financial institution told me that they would not give me a 1099R until 2023 for the withdraw my 2021 contributions.
How would I file my 2021 taxes without the 1099R from my financial institution, which would show the earnings from the contributions and that I withdrew my excess contributions?
March 2, 2022
12:58 PM