dmertz, I can't thank you enough for all this explanation.
Yes I have requested the 3rd party to issue the two 1099-R forms (coded E and G respectively) so I can amend my tax return.
But one question lingering though. Since there were no gains and I have already removed my excess contribution, doesn't this make it all even. In other words, since these were after tax monies, and I in fact have only lost (no gains) and therefore nothing owed in taxes, I am wondering what the purpose of even amending the 2021 taxes. Isn't this technically money in and money out without any tax implications? Is it just to inform the IRS about the excess contribution and the subsequent failed rollover? Is that it or is there something more to as why one has to amend the taxes? I understand if I had any gains that I need to pay taxes on them and therefore would have to amend my taxes, but in this instance it was a loss, and that is what I am wondering.
Again, you have been so helpful and this isn't easy to begin with. So appreciate your continued support.
