I am new to Intuit and have 2 questions:
1. I made excess Roth contributions in 2021 and also this year, 2022. I made the max contribution of $7,000 for 2021 and also 2022. Last month I contacted my company Vanguard and withdrew all the excess contributions plus a small amount of earnings. Total withdrawn was $14,300. a $600 gain in 2021 and a $300 loss in 2022. I want to take care of it now before the filing deadline, so do I need to create a 1099-R for 2021 and another for 2022?
2. Where do I get the TIN for Vanguard? I cannot get thru the phone line due to high volume.
Thanks for your help
