Thank you so much @DanaB27 for the detailed steps! Glad to know both ways work!
If I can get the payer for the TIN, based on what the instruction on TurboTax says:
```
In 2023, you will probably receive two Forms 1099-R. One reports the excess deferral amount. The other reports the earnings on the excess deferral. Enter both of these forms in your 2023 return, and we'll only add the earnings to your 2023 income.
```
The other way you just provided says once I get the 1099-R form in the year 2024, I can ignore the Form 1099-R with code P in box 7:
- Form 1099-R with code P in box 7 can be ignored if you reported the excess as described above in 2022.
Am I supposed to treat the Form 1099-R with code P in box 7 differently (most likely I'll get it on Jan of 2024, differently I mean ignore it or still report it, even though I guess report doesn't mean will be added to 2023 income 🙂 ) depending how I report it now (ask payer for TIN, report the excess deferral amount in boxes 1 and 2a, and use code P in box 7 VS the 9 steps you just mentioned)?
Thank you so much!
