RA2021
Returning Member

Retirement tax questions

Thanks for the clarification. So, assuming IRA trustee will not provide the 1099-R this year, if I want to create the 1099-R form for 2020 filing, do I need to use code 8 or P in box 7 to report it for this year?

The excess amount was contributed in 2020 and has been withdrawn/corrected in March 2021.