DaveF1006
Expert Alumni

Get your taxes done using TurboTax

If you indicate that you will return the excess before 04/15, don't do anything at all.  You will be issued a 1099R in 2020 and you will report it then.  i know that some experts are saying to create a 1099R this year and fill out as much information as you can but don't do this because when you do receive your 1099R next year, it can create a big mess.

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