Thank you - this makes perfect sense! I would greatly prefer to enter the 1099-R info now using the figures I have so I'm going to choose that option.
One other question: my 2021 excess contributions were spread across 2021 and early 2022. When I received the withdrawal, it was send in two parts (I believe one was for the 2021 excess and one for the 2022 excess).
Will these be combined on a single 1099-R when I receieve that latee this year or would I need to enter them individually since they were returned in two separate transactions?
