Thank you, ThomasM125! Your method of just reporting what the final total contribution was after returning the the distributed amount and earnings is the simplest and what I am going to do. When I get my 1099-R in 2022 for 2021's distribution that was returned to the Roth, I will follow macuser_22's instructions for inputting the 1099-R info into an amended 2020 return and explaining it. With the 1099-R in hand, I will have the information to complete the boxes on TurboTax's 1099-R for which I do not have the info for at this time. Although, I would like to pay the taxes due on the earnings and the penalty in order to avoid any additional costs (like interest they might want to charge), I don't have the detail to ensure correct entries on a 1099-R's that I make up. I don't see how to get TurboTax to let me pay unless I make up a 1099-R myself with the 2020 tax filing. Do I have this right?
