MaryK4
Expert Alumni

Retirement tax questions

A "mostly blank form"  (1099-R) will not trigger an audit and not necessarily unnecessary because although 402(g) does not have the specific way to report the income, the interest on the excess contribution is in fact a distribution from a retirement account.  If you do report as Miscellaneous income, you are correct that you would need to upgrade to Deluxe.  

@aquarover

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