After you file

Thanks @macuser_22! This is a really clear response even if I messed up my question and said that my financial institution said they would send me a 1099-R in January 2021 when I meant 2022, as all of this has happened during the current calendar year.

 

Last question: in your last line you said "Enter the 2021 1099-R that should have a box 7 code JP in the 2020  amended return.   When asked say that it is a *2021* 1099-R, not a 2020." I think here you corrected the mistake I mentioned above but just to be clear: when doing the amendment (say, tomorrow as I filed in March 2021), I should enter this 1099-R that I won't receive until next January, shouldn't I?