If this was an adjustment made for your 2021 tax return, it should not be included on your 2022 tax return.
- If you "CORRECTLY" filed a substitute 1099-R on your 2021 tax return, your job is complete.
- The substitute 1099-R covers you for 2021 and the new form 1099-R that you got this year does not have to be posted.
- If your 2021 tax return is available, you should retain the new 2022 1099-R with the tax return.
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