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How to report excess deferral (401k over contribution) in 2018 without a 1099R?
I reported excess deferrals in turbo tax based on the instructions here https://ttlc.intuit.com/questions/4346599-how-to-report-over-contribution-in-401k-for-2017-on-2017-t..., however when turbo tax found out that I over contributed to my 401K last year, it asked me to "report the excess deferral on your 2018 return in the Income section for Retirement Plans and Social Security whether or not you received a Form 1099-R before you file your return".
Those two instructions are different. Which one should I follow? BTW I won't receive 1099R until 2019.
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‎June 3, 2019
12:24 PM