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@DanaB27 Thank you!

I called Vanguard and they confirmed I would be receiving the 1099-R in January, 2023 (since I removed the $3,500 on 3/18/2022). I asked if I could get the information in that document now to create by own 1099-R per your instructions and they said that wasn't possible at the moment. Since I can't get it early, there's no way for me to know the information to put in, correct? Or is it only the amount original contributed and removed?

You can wait until you receive the 2022 Form 1099-R in 2023 and amend your 2021 return or You can report it now in your 2021 return and ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or Box 14 State withholding. Then you must enter the 2022 Form 1099-R into the 2022 tax return since the withholding is reported in the year that the tax was withheld. The 2022 code P will not do anything to the 2022 tax return but the withholdings will be applied to 2022.

If I move forward by putting in the $6,000 and $3,500 in TurboTax as we previously discussed (screenshots below), I won't be penalized on my tax return this year and can continue forward with no other information need at this time. Then when I receive the 1099-R in Jan. 2023 I just amend it to my 2021 filing and should be good?

Thank you again for your time and all of your help!!