Steps to Take to Remove an Excess Salary Deferral

As a result of getting a new job, my wife put $447.58 over the allowed amount into her 401k.  The TurboTax instructions say:  "Report the excess deferral on your 2019 return in the Income section for Retirement Plans and Social Security whether or not you received a Form 1099-R before you file your return. Enter as much information as you can. Report the excess deferral amount in boxes 1 and 2a, and use code P in box 7. Indicate that this is a 2020 Form 1099-R."

 

I'm good with all that except the last statement.  How do I indicate, "that this is a 2020 Form 1099-R?"