Yes, your entries look good.
Yes, if you prefer you can wait until you get the 2022 Form 1099-R and then amend your return.
But since you had a loss when you withdrew the excess contribution it shouldn’t be too difficult to create your Form 1099-R. But you might have to call Vanguard to ask for their Taxpayer Identification Number (TIN).
Please choose the option you are most comfortable with.
To create Form 1099-R:
- Login to your TurboTax Account
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Answer "Yes" to "Did you get a 1099-R in 2021?"
- Select "I'll type it in myself"
- Box 1 enter total distribution (contribution minus loss = $3,429.44 )
- Box 2a enter $0
- Box 7 enter J and P
- Click "Continue"
- On the "Which year on Form 1099-R" screen say that this is a 2022 Form 1099-R.
@kbr1988
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