DanaB27
Expert Alumni

Get your taxes done using TurboTax

You will enter all the Form 1099-R as shown on the forms:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”

 

Since it was an after-tax excess deferral you will not need to add the excess to your 2021 wages. Please see Pub 525 Excess deferrals for additional information.

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