TaxGuyBill
Level 15

@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.