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Retirement tax questions
The Forms 1099-R that you received seem to suggest that the excess elective deferrals for 2018 were distributed in 2018. If so, there would be no code P Form 1099-R.
What year is shown on the Forms 1099-R?
In what year did you receive the distribution of the excess?
What year is shown on the Forms 1099-R?
In what year did you receive the distribution of the excess?
‎June 1, 2019
10:42 AM