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Retirement tax questions
The advice provided above aligns with direction I found in the forum for prior years. However, the deferral was for 2020, not 2019 and the instructions TurboTax provided (see below screenshot) when I entered in my W-2s which reflected the excess deferrals indicates I should enter a 1099-R hence my confusion.
ā€ˇFebruary 6, 2021
5:01 PM