Beejtheman
Returning Member

Retirement Plans

Need the exact steps to remove an Excess Salary Deferral from my 2019 taxes. Help says "report the excess deferral in box 1 and 2a and use code P in box 7. Indicate that this is a 2020 Form 1099-R". Question: do I start a new 1099-R form for this entry, with the account information of the previous 1099-R that had the excess? Is there a sample completed version?