nansvn
New Member

Excess 401k Deferral for 2019 Tax Year

Hi

I made an excess 401k deferral in 2019. I did not report anything on my 2019 return at the time of filing, but I did get a check for the corrective distribution in March of 2020. My intention was to amend my 2019 tax return once I got the 1099-R forms. 

I received two 1099-Rs in 2021, one with Code P (Gross Distribution via box 1: $307) and one with Code 8 (Gross Distribution via box 1: $22.50) . I reported both of these on my 2020 return (filed earlier this year).

My question is this: for my amended 2019 return, should I only be reporting the wages on the 1099-R with the Code P? What are the instructions for how to do this via the online 2019 TurboTax portal?