@dmertz Thanks for your prompt reply. To be clear, the 1099-R I have in hand showing the $5400 excess distribution shows nothing in box 2a, but only the 5400 in box 1. How would I know what to enter for box 2a for the second, $4K installment 1099-R if it isn’t to be issued until this time next year? I assume in my case I won’t be subject to a 10% penalty for either tax year if I handle it correctly?
