qbteachmt
Level 15

"Are the codes and the way I mentioned to fill out the worksheet correct."

Are you not using the links I've been giving? There is even an Example (the ProSeries article seems written in the prior year and the Pub 590-B update still is in draft):

https://proconnect.intuit.com/support/en-us/help-article/federal-taxes/entering-form-1099-r-proserie...

"Sometimes taxpayers will receive notice from their employers letting them know the transaction and amount in time for it to be reported in the original return, but otherwise, it will have to be amended later.

If the Form 1099-R  is a year 2022 form, you enter this in 2021."

https://www.irs.gov/pub/irs-pdf/p590a.pdf

"Under Chapter 2, page 42: "What if You Contribute Too Much?"

If this really was/were the only Roth account(s) ever and the only contribution ever, then they took lump sum and that would close the account(s). The net income would be negative, but you would still need to include it to show the gross excess was removed.

*******************************
"Level Up" is a gaming function, not a real life function.
0 Cheers