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2020 form 1099-R distribution code P
In 2019 I had 401(k) contributions above the limit. In April 2020 I filed 2019 taxes as normal using the W2s, etc. Later in 2020 my retirement account administrator returned the overage (plus interest) and said I'd receive a form 1099-R at the end of the 2020 year.
In early 2021 I received the 2020 1099-R with a distribution code P (referring to 2019) and included it when preparing my 2020 taxes. Turbo Tax displayed a message about amending my 2019 return.
How do I do that.
Bill
May 17, 2021
9:31 AM