TurboTax has a help link "how to fix Excess Contribution to 401K" with 3 specific examples. It says Create a 1099R (with whatever information you have) even you have not received yet(will receive in 2019 for 2018 excess 401K contribution) and select code "P" in the box(Weird though as P says for tax year 2017, which is not the case) and mark the 1099R as 2019. But my question is where will I get other info like Payer Tax ID, State Tax Id, address etc.(Those may not be same as employer stated in W2, I don't know until I get the real 1099R from my company and those needed to fill the 1099R) and Support here saying don't create 1099R for this scenario. Really confused what to do, Could Turbo tax support please clarify. Please help..!!! -Thanks.
