I had an excess contribution in 2020. That's all sorted out with a check. I've seen the advice (in multiple places on these forums) for using Miscellaneous Income to report an excess contribution. However, TTax's checks and help, and the IRS publication, seem to indicate that I should create my own 1099-R with a code 8 for the excess contribution. As part of this, it creates a Form 4852, with reasons given why I didn't get a 1099-R (and it's because I'll only get one for the excess contribution in 2022 with a code P). Similar answers it seems for both line 9 and 10 on that form. Which is the actual correct way to do it? The latter seems to be the "official" way.
I did see a post earlier that indicated that creating your own 1099-R can lead to hassles next year...
