jlee3
New Member

Retirement tax questions

I'm in a similar situation.

I had 2018 Excess 401K Deferrals of $845 (original contribution) and I reported this under "other earned income" per TurboTax 2018 instructions and noted "2018 Excess 401K Deferrals"

Early 2019, I received check for $766.26 due to loss.

Recently I received 2019 1099R with code P for $766.26 (1 & 2a).  Since I already reported it in 2018, do I have to include it on my 2019 tax filing?   Thanks!