Thanks for the prompt response. To further clarify:
On Thursday, December 29, (just after 4:00 PM) I was told it was too late to take a 2022 RMD from my account, but I could and did take a 2022 normal distribution in the exact RMD amount. That distribution was effective the next day on December 30. I have not received a 1099-R for this distribution and checking the account website, I see no indication that one is coming.
Are firms required to send a 1099-R for all distributions or just for RMDs?
Whether or not I receive a 1099-R, can I file as having taken my 2022 RMD, or do I need to take additional actions?
Thanks for your further assistance
