sadanarupp said:
"Fidelity says the 2022 1099-R will be mailed in Jan 2024 "
This doesn't sound right to me, but if I recall correctly, I was commenting in case it actually happens.
I referred to 2022 Form 1040.
Since in this situation, there are no allocable earnings (no taxable amounts are changing), it's not necessary to do this if 2022 is already filed.
I think the 1099-R will be a 2023 1099-R.
@Herve5
