dmertz
Level 15

Retirement tax questions

You said that you got the Form 1099-R in 2022, which would seem to suggest that the form was a 2021 Form 1099-R that was reportable on your 2021 tax return, but the rest of your post seems to imply that the form was a 2022 Form 1099-R.  To be clear, which year is on the Form 1099-R?

 

Does the form show the same amount in box 2a as is in box 1?

 

How must investment gain or loss accompanied the distribution of the excess?