markib85
New Member

Get your taxes done using TurboTax

@macuser_22
So I got my 401k excess return check and it's $5 short of my requested return amount keeping me over the $18,500 limit.
On the 1099-R should I list the amount returned to me or the amount requested?
In my situation the amount is so low I don't mind being taxed a few extra dollars in order to have this problem just go away and not have to deal with it next year through amended returns...