- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I spoke with my employer and it looks like they will NOT be sending out corrected W2. The financial service said it was to be taken care of by HR retirement/payroll of my employer, and employer say it needs to be addressed by the Financial institution they use for the 403b.
Where in the turbotax program, and how do I account for the added income for the return of excess contribution plus interest earned. I will get 1099-R next January. Does it need to be added in retirement distribution with5329 form, or do I add it in misc income and describe source as returned 2020 403b excess contribution plus interest earned ?
‎February 18, 2021
3:20 PM