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After you file
To do the amendments in TurboTax you would need the CD/download version for each year. Since you have to prepare the Forms 5329 outside of TurboTax anyway, it would be probably simplest to just prepare the Forms 1040-X outside of TurboTax as well.
In 2020 TurboTax you would have told in the Roth IRA contribution section under Deductions & Credits that $360 was returned. The same for 2021.
The code PJ and code 8J Forms 1099-R do nothing in TurboTax to clear an excess contribution. The only purpose to entering these forms in TurboTax is to add to income the amount in box 2a and add to tax withholding if any is present. Your code 8J Form 1099-R had $0.32 in box 2a which rounds to zero, so that can be ignored as well.
‎October 20, 2023
4:59 AM