No. If you received income from a pension or from a retirement account in 2023, you have to include the 1099R on your tax return. You cannot file until you have ALL of your 2023 income entered. 1099R's are usually ready by late January. It might take longer to be ready to import into tax software--sometimes they do not have them formatted for tax software until later in Feb. But if you are in a hurry to file, you can key it in by hand. You might have to go on their website to get a copy of it to use.
Do not file a tax return without ALL of your income documents; you must include every 2023 W-2 on the same tax return. Employers have until the end of January to issue W-2’s. Wait until you have all of your W-2’s. Clients, schools, Social Security, healthcare.gov, banks, mortgage lenders, and other financial institutions may not have tax documents available until late January/early February. ALL of your tax documents must be entered on the same Form 1040; do not file unless you have entered everything.
The IRS begins to accept/reject 2023 returns on January 29, so there is no hurry to e-file now.
No. You will need to include all income from all sources on your return. So you will need to wait until you receive the 1099-R to file your taxes. They are supposed to be sent out by January 31st. If you do not receive it by then, you will need to contact your plan administrator to get one. It is also possible that your plan administrator has gone to electronic 1099-R's meaning you may have to log in to see yours. Again, please check with your plan administrator to see if this is the case.
Yes. Use Form 4852 and file on paper. https://www.irs.gov/pub/irs-pdf/f4852.pdf
Filing on paper slows the process down and if you get the amounts wrong you have to amend.
Wait for the 1099R.