DianeW777
Expert Alumni

Retirement tax questions

Yes, you can file the distribution on your 2022 tax return. All distributions must be reported on Form 1099-R from any retirement account, IRA or Roth IRA, and all other types. First be sure to check with your financial institution to inquiry about your form.  Since you took distribution in December, they would be required to issue the form for 2022.

 

They still have some time before they are required to release and/or issue the forms to their recipients. Keep your records for distribution dates and amounts with your tax file. As indicated by @dmertz, you may need to read the agreement to see whether the distribution is technically allowed to be applied to 2023 based on the date issued so close to the end of the year.

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