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Thanks a lot for explaining in detail. The excess contribution was not on my side but it was because company did not meet compliance for 2020. But they noticed it in 2021 and send me letter at Dec of 2021. That time, I was with new employer and money already rolled over into new plan.  Then, I did start to withdraw from new employer program that took long time and it got finished in mid of 2022.

 

To answer you questions: 

To confirm, they issued you 2020 Form 1099-R with code 8 without any distribution? Yes

And this 2020 Form 1099-R was reported on your 2020 return (since it was a 2020 excess)? Not, I got it late of 2021 and filed it as it is for tax return of 2021 and it was added to my income by turbotax. at 2021.