Retirement tax questions

Thanks for responding Macuser_22.


Let me clarify:

 

1. I will enter the 1099-R on the 2020 tax return and it will appear income under Wages - got it!

2. Amend the 2019 and add $2933 as nondeductible contribution and mail it in the IRS. - got it!  Do know if I have to send in the entire tax return or just the Form 8606?

 

Now for the 2020 tax year, I again had 401K excess contribution of $4500 that they paid back to me in March of 2021 and I put that into the same Traditional IRA account.  Since my income is over the limit and I am covered on 401K work, wouldnt I include the $4500 on the 2020 Form 8606 line 1 as nondeductible contribution?

 

Thanks again for taking the time to answer my question and my follow up questions.