I haven't filed 2018 tax (asked for extension) and I requested the withdrawal of excess contribution. This is to prevent me amending my 2018 tax in 2019. And certainly I haven't had any 1099-R from brokerage. That was just from conversation with them about the codes that will be included in 2019 Year 1099-R to be issued in Jan 2020. I want to include 2019 1099-R in my 2018 tax filing. And I'm confused by the codes in box 7.
Brokerage advised: code 8 (for contribution) and P (for earnings and tax withhold) for 2019 1099-R
Turbotax: can't use P since 8 already used.
Can I use code P ONLY? I understand that if I use a numeric code, I have to use another code. But how about only P?
Is P correct? Or is it 8 and 1? This is 2019 1099-R form for 2018 contribution removed in 2019.
