So to summarize:
I contributed to my Roth in 2022, withdrew funds in 2023, will not get a 1099-R until 2024, and you are saying this will 1099-R will say "2023" and I can expect it to be coded PJ.
I fill in my 2022 returns with the expected amounts, but do not fill in the taxes withheld. On my 2022 return I am paying the taxes on the earnings (even though these taxes have already been withheld in 2023), and in 2024 when I file 2023 returns I will include this "2023 1099-R" again, and I should have the duplicated taxes resolved at that point?
Also, one final question. I plan to use what I withdrew (6000) and place it in a new traditional 2022 IRA, and then backdoor back into Roth. What would be the best way to report this? Would I be reporting 12000 contribution to Roth? Or 6000 to Roth and 6000 to traditional? Again I don't know if I can expect any tax forms for all of this before taxes are due - do I need any?
Thank you, you have been so helpful @DanaB27
