If the excess was not
distributed until 2018, you should report the excess contributions to your
401(K) on line 7 of your 2017 Tax Return without a Form 1099-R by following these steps:
- Click on
the "Federal Taxes" Tab
- Click on
the "Wages & Income" Tab
- Click on
"I'll choose what I work on"
- Scroll
down to "Less Common Income"
- Select
"Miscellaneous Income" and
click Start or Update
- Select
"Other income not already reported on a Form W-2 or Form 1099"
and click on Start
- Answer the
Question "Did you receive any other wages? Yes
- Click
through the questions until you get to "Any Other Earned Income"
- Answer Yes to
"Did you earn any other wages?
- Indicate
"Other" as Source of Other Earned Income and click Continue
- For the
description enter "2017 Excess 401K Deferrals" and click
on Done
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does not answer your question so I can assist you further.
