Thanks @WendyN2 !
Here is my situation:
My wife unknowingly contributed $1,500 into a Calsavers Roth through work in 2020. In Feb 2021 she contributed into Vanguard the max $6,000 for the year 2020. So there is a total $7,500 contribution with an excess of $1,500 for tax year 2020. I just completed the process to remove the $1,500 + all earnings from Vanguard.
My question is, do I need to amend my 2020 tax return? When I filed it I put into thurbotax I put she contributed $6,000 because I did not know about the excess $1,500. The excess $1,500 was also removed before April 15 2021. If I understand correctly the 1095-B for the taxes on the distribution will come for 2021 taxes.
