Retirement tax questions

Appreciate the quick reply!

 

Just want to make sure I understand fully. Even though the contribution was made in 2022, the earnings were incurred in 2022, and I withdrew both contribution and earnings in 2022, the earnings are still taxable in 2021?

 

Does this mean I have to either manually calculate the tax in my filing due soon or amend my filing when my broker releases tax documents next year?