I received 3 1099-Rs that are related to this issue:
Charles Schwab (401k)
1. 1099-R code E
2. 1099-R code G
Vanguard (Roth IRA)
3. 1099-R code 8,J
All the excess amounts have been resolved and dispersed in my Vanguard account in 2021
I have entered all three forms above into Turbo Tax desktop but I'm unsure if I have done it correctly since the amounts in box 1, 2a, and 5 on the two 1099-Rs from Charles Schwab are different. I'm sure the amounts are slightly different due to market change when it was converted.
However, I'm not sure if I had to enter both forms from Charles Schwab? I don't see a "Corrected" 1099-R in the mail that they said would show the amended information?
