Could someone help, please:

I have two separate clients who deferred in excess of the $22,500 for TY 2023 on their 401k.

If their request to withdraw the excess was sent "on time" before April 15th this year (and were told that they will receive a 1099-R for 2024 next year), how do I enter the deferral amount being returned to the client on their TY 2023 return?

I have read online about what people do, from entering it as "other income" to creating a fake 1099-R with code P.  All of that is confusing and may not be viable.  I would like to know how my fellow EAs solve this issue to state the client (in their TY 2003 return) is withdrawing the excess by April 15, 2024.

Also, how does it compare withdrawing excess from a pre-tax versus an after-tax 401k account? One of my clients is withdrawing her excess from her 401k Roth. More specifically, how do I enter it in the software? I have ProSeries professional.

Very appreciative, RC