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Level 5

401 k excess distribution TT Deluve says create a 1099 then communntiy says yo report in miscellaneous income ?????

The instructions on Deluxe Turbo tax say to report excess contributions on a 401 K that was withdrawn by April 15 by creating. 1099-R and adding as much information, then selecting P which is for 2017. Other instructions say to select 8, excess contributions for
2018 and to tell TT that you are doing a 20191099-R but I don't see where do you tell TT.
Searching in TT community most responses in TT community and the internet we are told put in :

TT Instructions in community but not in the program, which tells you to create 1099. Which is correct?????
Do I report this excess under Misc Income with the steps below?
Go to Wages & Income -> Less Common Income -> Miscellaneous Income, 1099-A, 1099-C.
Click Other income not already reported on a Form W-2 or Form 1099.
Answer Yes, you received other wages.
Proceed to the Any Other Earned Income page and answer Yes.
click past next 2 screens till you reach the excess salary deferral screen
Did you earn any other wages answer YES
Choose "OTHER"
"Excess 401k salary deferral" in the description and enter the amount including earnings that were withdrawn

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Level 8

401 k excess distribution TT Deluve says create a 1099 then communntiy says yo report in miscellaneous income ?????

If you deferred an excessive amount to your 401(k) in 2018 and received a return of that excess money in 2019, you will not receive a 1099-R until 2019 is over.  You do not create a 1099-R — it is sent to you by the 401(k) provider.