Hello, really appreciate the thorough step by step walkthrough. I understand now that I will need to create a new 1099-R, but the only confusing thing is that I had received a 1099-R marked for tax year 2021 with codes 'PJ' already due to an excess contribution removal I did for tax year 2020. So I got confused due to that overlap. But to make sure I understand, I essentially need create and fill out my own/additional 1099-R but label it tax year 2022? Thanks again for your time.
