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Retirement tax questions
Yes, a tax professional could help you but there is no need.
As dmertz stated you don't need to amend your 2021 tax return because box 2 is $0 and adding the Form 1099-R on an amended 2021 return will not change your refund/balance due.
The only exception is, as dmertz stated if you reported that you made an excess contribution on your 2021 and paid the 6% excess contribution penalty. Then you should amend your 2021 return to remove the penalty. You can check line 25 of your 2021 Form 5329 if you had a penalty.
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‎January 25, 2023
9:55 AM