Thank you so much for your instructions! It really saved my life when I am filing my 2019 tax return in 2020. I have some excess salary deferral for my 2019 tax return. I requested to withdraw the excess salary deferral as showed in the turbotax software before 4/15/2020.
I am wondering:
1. Is the excess amount showed by Turbotax accurate? Is it calculated based on the W2 forms I provided?
2. Will I still receive 2 1099-R forms in year 2021 for my year 2020 tax return, one for the excess salary deferral and one for earnings on this excess salary deferral? Or just one for the earnings? Which form should I file together with my 2020 tax return? I am concerned that I may be mistakenly taxed on this excess deferral twice.
Thank you!
