Hello Dana, appreciate the extra information. In 2021 for tax year 2020, I did withdraw my excess contribution before the tax deadline in 2021. I had requested an extension to give myself time to do so and reported 0 excess ROTH IRA contributions at the time.
But I did not report the 1099-R details in my 2020 return, so I have to report it now during tax year 2021. Are you saying that the new excess amount in my amended 2020 tax return is whatever I was eligible for based on the new MAGI from the earnings being applied?
