I e-filed my return today, but have another question that you might be able to answer. Has to do with my 2022 1099-R. Here is a hypothetical.
My 2021 RMD was $12,000 but I was short $2000 so my 2021 1099-R showed $10,000. In Jan 2022 I took a withdrawal of $2000 and filed a 5329. My 2022 RMD is $12,000 and I am taking $1,000/mt. to reach the 2022 RMD of $12,000. I have a $2,000 withdrawal showing in my account but it doesn't say it was for 2021.
How much do I withdraw in 2022 for a correct 1099-R? Since my Jan IRA statement shows $2,000 + $1,000 , over the coming months do I withdraw an additional $9,000 for a total of $12,000 or $12,000 for a total of $14,000? I don't want to withdraw any more than I have too.
