I'm sure you've covered these topics in previous posts but I'm hoping you won't mind addressing my particular situation.
I took two RMDs earlier in the year, $4275 (with $525 tax withheld) from a TIRA and $3000 from an annuity IRA (no tax withheld). I rolled back the entire $4275 to the TIRA but elected to keep the $3000 annuity IRA distribution.
As fate would have it I found it necessary to withdraw a $46000 (no tax withheld) CRD from the TIRA. Baring no unforeseen circumstances I intend to take my 2021 RMD ($12000-$1800 tax=$10200) prior to filing my 2020 taxes and apply that amount toward repaying the CRD.
My question is what forms with what amounts can I expect to receive from the respective financial institutions? And what forms with the required amounts on which lines (including the 1040SR) do I complete to report this to the IRS?
Thank you for your assistance.