You need to use the 2019 software installed on a Mac or Windows computer to amend 2019. The return of excess is not taxable but the earnings are taxable as ordinary income on your 2019 tax return.
You certainly can enter a 2020 code P 1099-R into the 2019 1099-R interview. TurboTax will recognize the code P and ask if the 1099-R is dated for 2019 or 2020. Choose 2020 and answer the remaining questions.
The 1099-R box 2a will be the taxable amount.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
