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401 k Excess contribution
I switched the job in 2020 and did not realize that I over contribute to the 401k. I asked the investment company to remove the excess contribution and it was done in early March 2021. But it said I will not receive the 1099-R until Jan.2022. I was wondering how can I report this excess pre-tax deferrals plus allocable income in 2020 tax return in TT? Does anyone help? Thank you
March 11, 2021
7:30 PM