Thanks Linda, that was a clear explanation.
Just to summarize what you mentioned
We have the ball rolling on getting ROE filed. But it is possible that we may not end up getting it done. before April 18th.
In that case, we will report the excess in turbo tax now for 2022 tax filing and will follow the details you listed (big thanks). And report the earnings on from 1099-R in 2023. We will be taxed twice since we couldn't get the amount out before the due date.
Also if we get lucky and get the ROE processed before April 18th we will report the excess in turbo tax now for 2022 tax filing but ignore the 1099-R when it comes during the filling time of 2023.
Are those right path for us?
