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401k Over Contribution Question
I had an over contribution in 2022 due to changing jobs. I notified the plan administrator, and they issued a check with federal taxes withheld in April 2023. I will get a 1099-R in 2023 for this 2023 check. Do I include an estimated 1099-R for 2022 Tax year? or do I simply enter my W-2's as is, and no estimated 1099-R since it will come for the 2023 tax year?
‎April 18, 2023
9:41 AM