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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?
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‎August 13, 2023
11:20 AM