You failed to mention if and when the excess contribution was withdrawn. IRS allows up to the filing date for excess contribution withdrawals, which this year was deferred from April 15, 2021 to May 17,2021. The excess contribution may have accrued interest, dividends and capital gains which would be reported on a 1099-R if withdrawn prior to 12/31/20. Otherwise you will not receive one until next year. However, the institution can provide the information to file for this year. Make sure all details are provided, especially the distribution code (box 7).
