I took a closer look at our 2020 return and form 5329 was never filled out nor was it submitted as part of our 2020 tax return.
When I went through the TurboTax interview process for the 2020 return it did detect that we had over contributed to the ROTH-IRA. If TurboTax was able to detect this, it seems like it ought have included Form 5329 at that point.
Would you know how exactly am I supposed to fill out this form in TurboTax? Do I need to manually do that form in TurboTax? How do I answer the original questions that I had posed in my original post regarding filling out Form 5329?
Thanks for your assistance!
