RobertB4444
Expert Alumni

Get your taxes done using TurboTax

@cweis  You're going to create the 1099-R that you are going to receive next January. 

 

You are going to do it as close as possible to exact because if it is very different from the final 1099-R that you receive then you WILL have to amend your return and you don't want to do that. 

 

So if you need to call your broker to double-check your numbers then do so.  But the contributions and withdrawals are put on your tax return based on the year that they are categorized for, not necessarily the time period when they are actually deposited or withdrawn. 

 

So even though the form won't arrive until January 2023 this is what the IRS expects you to do.

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