Hi Dana,
Thanks for the answers and some follow up questions
Some of my positions moved today and ended up being positive. (Current balance $5,100).
1. My contribution would still be $5,000, so would I enter 5K?
2. Would I input a current value of $5,100?
3. Would this excess contribution amount be $5,000 or $5,100 (current balance)?
And just to clarify, since my contribution was in 2021, even if it was contributed towards my 2020 limit, I would get a 2021 1099-R to file in Y2022, correct? Since the contribution itself was in 2021.
