I received 1099-R for my wife's 401K plan. This refund is due to IRS Highly Compensated Employee rule, not something she initiated. 1099-R has same numbers in box 1 and box 2a (taxable amount), Box 7 Code 8.
Turbotax 1099-R summary (desktop version) calculates the "Taxable amount transferred to Form 1040, line 4d" as 0. I am not sure if this is correct. The letter from the company clearly says the refund is taxable.
Any help appreciated. Thank you
