ndp4949
Returning Member

Explanation letter

Hello,

 

I had a plan offset from my 401K loan from my old company in 2022.  I got the form the old company showing the plan offset but I didn't pay it back until 2023, so I don't have the tax documents (I think 5498 showing the rollover).  I want to give a letter of explanation to explain this since the 1099-R was generated and I don't have the other piece of it.  Can I provide this when I file electronically?  Is it even necessary?