rjs
Level 15
Level 15

After you file

Yes, you have to file a tax return to get a refund of tax that was withheld on a 1099-R. You have to file a separate tax return for each year. It's too late to get a refund for 2020 or earlier. To get a refund for 2021 the tax return has to be filed by April 15, 2025.