DanaB27
Expert Alumni

Get your taxes done using TurboTax

Yes, all you need to do is enter your Forms 1099-Rs and answer TurboTax's follow-up questions.

 

If you have an excess deferral to a 401 (k) with pre-tax funds, then you are required to add the excess to the wages in the year the excess happened. But your excess was from after-tax funds therefore you don’t need to add the amount to your wages.

 

 

 

@ tsukikageyuu

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