Retirement tax questions

Then unless you know form the IRA trustee what codes they will put in box 7, you should wait for the 1099-R that might require amending 2020 to report it..    But the tax withheld will be reported on yiur 2021 tax return if it was returned in 2021.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**