"I noticed this the next year and filed 1040X revisions
... ...
He suggested that I file revised forms 5329 as well "
no corrected Form 5329 on your initial Form 1040-X ?
you can't amend tax year 2019 for a refund. It is past the deadline.
you can't amend tax year 2020 for a refund after May 18, 2024.
@KD9
