jouvelakasfamil y
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Ah, I think I got it. Just enter a 1099-R as if I had received one and mark it as for 2021 - entering it without actually having received it doesn't automatical...
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The advice provided above aligns with direction I found in the forum for prior years. However, the deferral was for 2020, not 2019 and the instructions TurboTax...
Activity Feed for jouvelakasfamily
- Posted Re: Should excess 2020 401k deferrals be reported on substitute 1099-R in retirement section or 1099-Misc in "Other" income? I get two different answers within the TT program on Retirement tax questions. February 6, 2021 7:16 PM
- Posted Re: Should excess 2020 401k deferrals be reported on substitute 1099-R in retirement section or 1... on Retirement tax questions. February 6, 2021 5:01 PM
- Posted Should excess 2020 401k deferrals be reported on substitute 1099-R in retirement section or 1099-Misc in "Other" income? I get two different answers within the TT program on Retirement tax questions. February 1, 2021 6:24 PM