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Get your taxes done using TurboTax
If that one time payment was included in the 2 1099-R's that you received then you don't need anything else. The one that was sent early should have code '1' in box 7 and will then be subject to a 10% early withdrawal penalty. If they withheld enough to cover that penalty plus enough to cover the taxes due then that would explain your larger than expected refund.
If the one time payment (or plop - I like that) is not included in the two 1099-Rs that you have received then you should receive another form for that.
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March 3, 2025
12:32 PM