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Get your taxes done using TurboTax
I maxed out the employee contribution, but even after adding in the employer contribution, it wasn't large enough to come close to the overall 401K limitations.
My main question is, what amount do I need to refund, given there are 3 different amounts on the 1099-R form. I think it is box 2a (which is Box 1 - Box 5, with Box 5 being employee contributions). I suspect this is a question for the IRS, but curious if any users have experienced this same problem.
‎April 5, 2022
2:46 PM