mickycheeta
Returning Member

403 excess contribution reporting, nongovernmental

Hello

I had an excess contribution to 403b , nongovernmental in 2023. I got a check for the excess amount 960 dollars before April 15 2024. I reported it no my 2023 taxes as a 1099 R with code P. In January 2024 I got two 1099R , one for 900 dollars with code P, and the other for 60 dollars with code 8. 

Do I need to amend my 2023 return?

How do I report this in TurboTax?

Do I need to add both to my 2024 return or just the one with code 8?

 

Thanks