@dmertz Thanks again!
Box 2a of the code 8 form 1099-R is zero on the Roth 401k form. So I will not report that twice.
For the code 8 form:
- Box 2a for the traditional 401k matches Box 1.
- It is less than the amount I contributed.
- It doesn't actually say the amount I over-contributed to my 401k, so I just got this from my W2 and am including it as Wages & Income -> Less Common Income -> Miscellaneous Income, 1099-A, 1099-C -> Other income not already reported on a Form W-2 or From 1099
- This is thus reported twice, once under income and once under the 1099-R.
Last question on losses:
I currently have included the loss under Less Common Income - > Miscellaneous Income, 1099-A, 1099-C -> Other reportable income
Should it instead go under 'Other income not already reported on a Form W-2 or Form 1099' as you've said above ?
And can I include losses for both the traditional and Roth 401k here?
Thanks so much!
