The 1099-R is only needed for IRAs, because your excess was a 401k, it was pretax on your W2 (as indicated) so you only have to add the income to correct. You do not have to enter a 1099-R for this- you only have to report the income:
- Under Less Common Income, select Start or Revisit next to Miscellaneous Income, 1099-A, 1099-C.
- Select Start next to Other income not already reported on a Form W-2 or Form 1099.
- Answer Yes to Did you receive any other wages?, then Continue.
- Continue until you get to the Any other earned income screen. Answer Yes and select Continue.
- On the Enter Source of Other Earned income screen, select Other and Continue.
- On the Any Other Earned Income screen, enter 2024 Excess 401(k) Deferrals for the description, enter the amount, and select Done.
@danwhitmire1962
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