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Get your taxes done using TurboTax
1) Try to get this information from your bank if possible.
2) No, just select the code P (Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 20XX/ prior year). Remember we are entering/creating a 2021 1099-R and the code P on that form means "Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2020". You will indicate that it is a 2021 1099-R on the "Which year on Form 1099-R" screen.
3)Yes, enter your Roth contribution and the withdrawal under Deduction tab.
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ā€ˇFebruary 16, 2021
11:32 AM