BatsLXXII
New Member

Retirement tax questions

That's what I would think too, but the question when doing taxes is not clear.  It says "Did you get a 1099-R IN 2021?" not "FOR 2021?", which I think it should be changed to.  I even called the funds company who said that my form was sent early this year (what I thought) and that the form would be used for next year's taxes.  Color me more confused......