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Get your taxes done using TurboTax
Thanks for the response.
However, sorry if any confusion, this was not a 1099-R for an "excess contribution" but rather a notice of refund. My employer is trying to elude that I was an highly compensated employee (HCE) in 2023 and thus could not contribute the 2023 401k max of $22,500 because of non-discrimination testing/regulations pertaining to 401k compliance. It had nothing to do with an over-contribution to my 401k plan.
‎January 29, 2025
4:47 PM