Yes, if you do not currently want to create a 1099-R for the withdraw of excess contribution plus earning or are unsure about all the details then all you have to do is:
- Call you bank and have the extra converted amount plus earnings distributed to you
- Wait until you receive 1099-R for 2021 and then amend my 2020 tax return.
Please do not forget to correct your entry of your 1099-R about how much you converted.
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