Yes, you have to file a 2021 amended return to report the 2022 Form 1099-R with codes P and J and apply the excess to 2021 with the steps above. TurboTax will automatically fill out Form 5328 part IV for the excess contribution part and part I for the 10% early withdrawal penalty on the earnings, if you are over 59 ½ you will get an exception.
It depends, if your 2020 Form 5329 line 25 shows a penalty for the 2020 excess contribution then you do not need to amend your 2020 return. If you don’t have the 6% penalty on your 2020 return, then you will have to amend your 2020 return. All you have to do is enter the Roth contribution and TurboTax will fill out Form 5329.
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