3. Please do not enter the 2022 Form 1099-R with code J on your 2021 tax return, it belongs on your 2022 tax return. Please remove it from your 2021 return. Yes, entering 2022 Form 1099-R with code JP on your 2021 return is correct.
5. Yes, to the question "withdraw from Roth IRA before 2021" you will answer "No".
6. For net contributions, you will add all Roth contributions from prior to 2021 (including the 2020 excess contribution removed) but do not add the contribution for 2021. After 2022 you will have for net contributions the Roth contributions prior to 2021 minus the 2020 contribution (do not add or subtract excess contributions that you removed before the extended due date).
7. No, you do not enter the excess for 2021 for this question you only enter the excess from 2020.
8. For the explanation statements enter "Return of excess contribution for 2021 of $xxxx (enter excess contribution amount for 2021) with loss"
TurboTax will calculate the penalty on Form 5329 part IV because you entered the excess contribution from prior years (but you first have to delete the 2022 Form 1099-R with code J).
@Taxtime2000
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