Hi Dana and All,
From the same questions I had last year on over contributing to Roth 401K , I did receive the 2 Form 1099-R, one for box 7 codes B & 8 and another one for box 7 codes B & P. I want to confirm I can ignore the 2024 Form 1099-R with code B & P for the distribution of the excess to the Roth 401(k), and just enter the one for code B & 8?
When I had the code B & P one entered, turbotax 2024 said I will have to amend return of 2023. Kindly confirm.
