Thank you,
The earnings on those funds was also transferred out of the Roth in the 2020 Excess removal in Feb. 2021.
Do I report those earnings on my 2020 or 2021 return?
I was told I need to include a letter of explanation on those earnings to the IRS.
((Maybe because I have no paperwork (1099-R) from my broker on those earnings until 2022?? ))
How do I create that letter in Turbo Tax?
Because I am under 59 1/2 years old, I also need to fill out form 5329.
Do I do that for 2020 or 2021 returns?
How do I fill out that form in Turbo Tax?
Thanks for your continued guidance.
