Retirement tax questions

Please follow these steps to create a 1099-R to include the earnings from the excess contributions on your 2020:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”
4. Select "I'll type it in myself"
5. Box 1 enter total distribution (contribution plus earning)
6. Box 2 enter the earnings
7. Box 7 enter P and J 
8. On the "Which year on Form 1099-R" screen say that this is a 2021 1099-R.

Please be aware, if you had taxes withheld then you will have to enter the 1099-R also on your 2021 return to get credit for the taxes paid.