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Retirement tax questions
You won't get a 1099-R until January 2023, and if you wait for it you will have to amend your 2021 tax return.
(UNLESS you are due a refund and decide to wait another year to file your 2021 return, most would not go down that path).
Much better to get the earned income amount from the financial institution and find a way to include that amount on Form 1040 Line 4b before you file 2021 tax return.
If the earnings are negative, enter zero so there is nothing to do.
Note: TurboTax doesn't make this easy for you if you want to e-File.
‎February 16, 2022
4:09 PM