Thank you for clarifying!My 2020 return did not have a 1099-R form. Only Part IV was filled out on my 2020 Form 5329.

Box 7 has "PJ" and Box 2a has an amount smaller than the gross distribution in Box 1.

I have a similar situation. I had an excess contribution in 2020. I'm under 59. In 2020 I filed a 5329 form. This year I received a 2021 1099 R. I understand I ...