headdog1
Returning Member

Retirement tax questions

Hi Rachel,

I followed the steps below to other income and added the amount refunded to me for my 401K contribution in 2019 but this did not add the amount of the excess contribution to line 7 as income.  What did I do wrong?  I wanted to go ahead and pay the tax on this excess 401K the company refunded to me due to their 5500 audit in 2019.