Retirement tax questions

Thank you MaryK1101!!

 

The returned amount happened in 2021 (direct deposit), why can't it be considered as a 2021 income and file in 2021 return?  With the "P" code on the 1099-R (2021), TurboTax is not allowing not recognize this 1099-R for 2021 return, and suggest to amend my 2020 return which I hope not to go with this option.

 

If this is the only option I have is to amend 2020 return, do I need to complete my 2021 return before I begin 2020 amend in TurboTax?  I hope it's not complicated, never done an amendment before.