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Retirement tax questions
I'm confused. All the posts I have read about excess deferrals say to enter excess deferral under "Other income not already reported on a Form W-2 or Form 1099" section because TurboTax will not automatically add the excess deferral to my wages. Granted all the posts I can find on this topic are about excess deferrals returned prior to April 15th. Are the steps you recommend unique to excess deferrals returned AFTER April 15th? Thanks.
‎September 30, 2023
10:17 AM