Yavor
New Member

Retirement tax questions

Thank you, this makes sense mostly.

 

I just still don't see why box 7 code would not be "8"  - Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2020.

 

But i figured there's a good reason for that and filed just now based on your instructions.

 

Thank you for the quick and clear response, much appreciated!