Hello, to whom it may concern. I am dealing with a similar scenario but not sure how I am supposed to amend my return. When filing my 2020 taxes last year, I had to request an extension, file my federal tax up front (made estimated tax payment based on my excess contribution) and then had my brokerage account withdraw my excess contributions to my ROTH IRA account.
This resulted in a 1099-R to be created at the start of this year 2022 for tax year 2021.
As I am going through the tax software this year, after importing my 2021 tax year 1099-R, I am being told I need to amend my 2020 return, but I can't where to do this because I don't have a 1099-R for 2020 and I don't have a 1099-INT either. Where am I supposed to populate this in my 2020 amended return?
Thank you for your time.
