Hi
I have a similar question, Made excess contribution for 2020 . Had the excess contributions and earnings removed in Jan 2021 prior to filing 2020 taxes. I am expecting the 1099-R while filing for 2021 taxes.
To the question on removal of excess contributions in 2020 taxes. Should i just include 2020 ROTH IRA contributions or also include the earnings also.?
Rgds
Ned
