Thank you - that makes sense as there are codes for excess contribution distributions for 2019 and 2020 but not for earlier tax years. The request to the IRA custodian was to distribute the excess contribution, but unfortunately, the custodian made the calculation and distributed the $800 amount, as opposed to our requesting a specific amount. Thanks for the response, and we will be requesting the balance tomorrow. Can you point me to where I can find this info and which instruction resource? This is the first issue where I have been unable to locate an answer, so I would like to know what I overlooked. I found info about how to handle if it was a final distribution from the Roth, which is different than our case. Thanks again.
