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Get your taxes done using TurboTax
I have a similar situation, with another plan provider. Federal Income Tax was withheld on the distribution (refunding my 2021 excess deferral in early 2022). Would I report that tax withheld on my 2021 return (through my corrected W-2 maybe?) or wait for 2022 filing season, when I believe it would be reflected on one of my two 1099-Rs (one for the deferral, the other for earnings)?
March 3, 2022
12:08 PM