The 2022 Form 1099-R with code J will be entered on your 2022 return.
The 2021 Form 1099-R with code PJ will be entered on your 2021 return. It seems that the earnings in box 2 created a new 2021 excess contribution because the earnings increased your MAGI. Usually, it is recommended to withdraw some extra to avoid that. You will have to pay the 6% penalty on this new excess on your 2021 and 2022 returns. You will remove this new excess as a regular distribution, and it will be removed next year on your 2023 tax return when you enter the 2023 Form 1099-R with code J (you will get this in 2024).
- Yes, you will enter the 2022 Form 1099-R Code PJ
- Yes, you will enter the Roth contribution for 2021($6,000)
- Yes, your excess contribution from prior years will be $3,290.
- You had until the extended due date of Oct 17th, 2022 to withdraw the 2021 excess and it seems you did withdraw it in time since you go Form 1099-R with code PJ. You will enter the 2021 excess contribution amount as removed (ignore the earnings and losses here, this should be box 1 minus box 2a on Form 1099-R code PJ).
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