Was clarification ever provided on this? As Kristina noted, there is conflicting info on how to handle this in the forum thread here. I also have an excess deferral situation from 2024 and the excess was distributed in March but I will not be getting a 1099R this year for it.. Do you handle as Miscellaneous Income as Minh noted or do you create a 1099R and put amounts in Box 1 and 2a with a code P in Box 7?
