Since you made the contribution in 2021 for 2020 the custodian will send you a 2021 1099-R with codes 8 and J in box 7 (but you can double check with them) and this would have to go on your 2021 return.
If you get a 2021 1099-R with codes P and J in box then this will go on your 2020 return. You could included it on your return without using a substitute 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 2020?"
- Select "I'll type it in myself"
- Box 1 enter total distribution (contribution plus earning)
- Box 2a enter the earnings
- Box 7 enter P and J
- Click "Continue"
- On the "Which year on Form 1099-R" screen say that this is a 2021 1099-R.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
