@dmertz @TurboTaxMichaelL1 That is correct! They were distributed in 2018.
I over-contributed to my 401k / Roth 401k in 2018.
I withdrew the funds in 2018.
I received one 1099-R for the 401k excess, and one 1099-R from the Roth 401k excess.
Both 1099-R forms are from 2018.
And I did not make money, the withdrawals were done at a loss from my contribution.
I have input the excess contributions in my W2, I have input both 1099-Rs and I have input the loss amounts in miscellaneous income.
Is there anything else I should do? Mostly confused if I need to put the excess contributed somewhere as well?
Thank you so much!
