Hi macuser_22,
I think I have it figured out now. Thank you for your help with this. This was really causing me some headaches but i feel more comfortable now.
I did have one question that came to mind while I was doing this. I had excess contribution in 2019 as well where I deposited $6000 on 1-4-2019 and then withdrew $3000 in excess on 3-16-2020. I received a 2020 1099-R form for this as well which shows $3379.98 in box 1 and taxable amount of $379.98 in box 2a. Box 7 has PJ. I assume I need to file this other 1099-R form on my 2020 taxes but also amend my 2019 taxes since the contribution was in the year of 2019?
Thanks.
Ryan
