Thanks Dawn C,
I am working on my return as your timely email response came in. I will try and use the software which will take you through the Form 4852. I would prefer to do this over amending a return later. I provided all the numbers to the Investment Firm so I know all the inputs just concerned about any special codes.
Another question related to this is, currently I have not entered in the IRA contribution for tax year 2020 because I had put it in in early 2020 and removed in March 2021 before I filed my return so in a literal answer to the software question in No because I removed the contribution and the earnings associated with it back to my taxable account. I think this will align with the late 1099-R for 2020 to be received in January 2021, and it will not require an amendment because it has already been incorporated into the 2020 return.
Let me know if I am proceeding properly.
Thanks
WEK
