Thank you so much for your response! I really really appreciate it!
Here it gets confusing. You say an 2020 excess of $10,600 but the maximum contribution amount can only be $6,000 ($7,000 if over age 50). Were you contribution for both 2020 and 2021? Please explain???
For 2020, I contributed $10,660. I contributed $4,660 in Feb 2020 and was thinking for it as part of 2019 tax year contribution and made the contribution before filing my 2019 return. Then, I contributed $6,000 between Sept to Dec 2020 for 2020 year.
Your 1099-R's with codes PJ and 8J are those 2021 1099-R's of 2022 1099-R's???
Both the two 1099-Rs indicated bold 2021 year in the form, and I received them in May 2022.
The code 8J indicted that $5,290 of your 2021 $5,800 excess was timely returned and is not taxabl on yiur 2021 tax return (was there a $510 loss)?
I am not sure if there's a loss, but it looks like it.
I am trying to look for a tax professional, but no luck on finding one. Thank you so much again!
