Thank you for your response and detailed steps.
I am a little confused..
DavidD66 previous response on Mar 4 2021, says the following
"For 2020, since you did the recharacterization prior to filing your 2020 tax return, and that fact that you incurred a loss, you don't have to do anything for 2020"
But your response says I should have done Form 8606 on your 2020 tax return with the $4,000 basis.
Can you please confirm that Form 8606 was needed in 2020, if thats really case it looks like i would have to amend the 2020 return
