The first mistake you made was reporting the excess interest on the 4852. You should never had done that. In your case, you would received the 1099R for in 2019 for that transaction. Here is my advice, which I think offers the best solution.
- Amend your 2018 return. Delete the 4852. You should receive a refund. Since you have to print/mail return, you won't see that refund for at least weeks.
- File your 2019 return with the 1099R. You may experience the temporary shortage of funds but rest assured, you will receive your 2018 refund at some point.
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