TaxGuyBill
Level 15
04-06-2023
01:54 PM
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@cruiser626 wrote:
Yes, she received a 1099R for every year. This year included.
Unless she has received additional distributions in 2021 and 2022, she should NOT be receiving 1099-Rs in 2021 and 2022.
She may need to contact whoever is issuing the 1099-Rs to have them voided.
But first ask the client if she did take additional retirement withdrawals after 2020, which would be completely separate and unrelated to the 2022 withdrawal.