Retirement tax questions

Hi Thanks for the reply. No 5329. When I did the amended 1040X for 2021 I reduced the SEP-IRA contribution to what it should have been in the step-by-step form. Should I have l left it with the over amount?

 

How do I take care of the 6% penalty without the 5329 form?

 

Do I still enter the substitute 1099-R if no 5329?

 

Thanks