@macuser_22, @dmertz thank for your responses! It's very helpful to know that this might be an issue with the 1099-R so I'm no longer running in circles.
@macuser_22 Thank you for linking that url! Definitely helped clarify what's supposed to happen in the 1099-R form. A quick question, when I made the withdrawal I marked that it was for the purpose of over contribution (thus the J8 code), however I am actually not 100% sure that I had actually over contributed. I just figured it'd be better safe than sorry since withdrawing contributions isn't supposed to be penalized anyways and I didn't want to risk getting penalized for over contributing. Do you know if that will have any impact on what's supposed to happen?
I will reach out to my brokerage for a corrected 1099-R form as suggested by @dmertz . However just a preemptive question in case they don't do anything (since they basically just responded that that's how they fill the form when I last reached out), would I need to instead select to fill a substitute 1099-R and fill it out with the information from my actual 1099-R but fill 2a with the earnings instead of the whole amount?
