kkwood123
New Member

Get your taxes done using TurboTax

I'm having the same issue that my plan is unable to distribute the excess deferral after Apr 15 deadline.

Question:

1) how do I report it in 2022 tax year in Turbotax?

2) I assume there will not be a 1099-R until eventual termination of the plan (e.g. age 59 1/2). Do I report tax again until then?