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Get your taxes done using TurboTax
Hello,
I'm using the 2nd option to enter excess deferral (other income -> excess deferral + explanation) to cover an amount returned to me in April. However, TurboTax is flagging missing 1099 information and is insisting I need to fill out missing details for a 2019 1099-R form. Has anyone else run into this problem? There doesn't seem to be a way to tell it that this will be on a 2020 1099-R form. FYI - I've received the 2020 1099-R form with code "P" already.
‎July 12, 2020
12:04 PM