Hello and thanks in advance for your help.
I overfunded my 2020 Roth on 3/3/20 by $300. This excess was removed on 3/8/21. I received a 1099R for 2021 with Dist. codes P and J. Box 1 Gross Dist is $355.22 and box 2a - taxable amount is $55.22, Fed tax of $5.22 withheld. The code legend states this is for 2020 and turbo tax informs me to amend my 2020 return.
The brokerage letter, dated 3/8/21, confirming removal of the excess states the request was received before tax filing deadline. It further states that I may need to file form 5329 with the return. Is this filed with the 2021 return?
I tried to amend the 2020 Turbo tax return, using the 2020 software still on my PC, and when I entered the info it states to amend 2019. Very Confusing.
I also can't locate my filed return (filed on-line with Deluxe CD version). It makes me reset my PW and states no returns were filed yet.
Any and all help is apprecaited.
Thanks
