User1218
Returning Member

Why did I get two separate 1099-R forms for the same excess deferral contribution? One is for the excess amount and the other is for excess amount plus earnings.

I received a 1099-R with code P for the excess deferral contribution I made in 2017 which was reported in March 2018 but the check was not issued until April 20, 2018.  I also received a second 1099-R for this same excess deferral PLUS the earnings and it shows code 8.  I put my return on extension so technically I received the return of the contribution before the due date of the return.  How do I report this on my 2018 return so I am not being taxed on this money twice??