dongkun
New Member

After you file

I have a similar situation with excess deferral in 2019. Received the excess amount back recently, and following instructions in TT for 1099-R. In the drop down choices, Code P indicates it is for Return of contribution taxable in 2018. Is this the right code to select or do we choose Code 8, which says it is for Return of contribution taxable in 2019?