Below is the instruction on TurboTax to report the excess contribution I received from my previous employer in Jan 2019.
A couple questions:
1, Where do I indicate this is a 2019 Form 1099-R?
2, Do I need to file Form 4852, substitute for Form 1099-R?
3, My excess contribution is 3000, but I only received 2400 (think the difference is due to the tax.) Should I entre 3000 for both Gross Distribution(Box 1) and Taxable Amount(Box 2a) and enter the difference $600 as Federal Income Tax withheld(Box 4)?
Your help is greatly appreciated!
