Hi all,
There are a few other threads about this topic, but none that seem to fit my same situation so I'm looking for some confirmation that I'm doing this correctly.
I had two jobs in 2021 and accidentally over-contributed to my 401k. I submitted a ROE form to my employer who submitted it to Fidelity. This was processed and I received a check from Fidelity for my over-contribution amount and earnings. However, Fidelity will not be sending me a 1099-R until 2023. My employer will also not be sending me a W2c since the money came from Fidelity, not from them.
Unfortunately, I'm seeing conflicting recommendations from TurboTax on how to handle this:
A TurboTax Help Community post tells me to add the excess return as "Other Income", but TurboTax help tells me that I should add a 2022 1099-R with the assumed numbers in boxes 1, 2, and 7, even though Fidelity hasn't generated this yet.
Which of the two solutions above is correct?
