thanks for the guidance @DanaB27 , i'm in the same boat as the @CLTaxx, but i have a clarification question.
I received a distribution for being an HCE in 2023. This distribution was sent in 2024, and the attached letter says i will recieve a 1099-R NEXT year (in 2025).
As you state it seems that the income will be entered through a 1099-R next year (in 2025 for 2024), but should i expect an updated/corrected W2 for 2023 from my employer, or is there nothing on there that would be affected by this?
thank you.
