@DianeW777 thank you for your response. Let me clarify the question. I'm creating a 1099-R for my 2021 tax return with code P and J, as discussed, to reflect a 2022 removal of a 2021 excess Roth IRA contribution. I also input the total distribution in box 1 (contribution plus earnings), and then just earnings in box 2a (the original contribution was nondeductible) as previously discussed. So the taxable amount (w/ a 6% penalty) should only be reflected in box 2a. However, my brokerage won't know this information, so I am assuming that next year they will put my total distribution in both box box 1 and 2a. Since I am creating a 1099-R this year that will likely look different from the 1099-R they send next year, would that mean I would need to amend my 2021 return? The problem right now is that if I put the total distribution in both box 1 and 2a on the 1099-R I am creating, there's no other way to reflect that only a portion of this amount is taxable (and subject to penalty). Thank you!
