Hello,
To f/u to my "excess 401k/457b contribution" to my employer post of last year, I received the 2 1099-Rs for 2023 - they just list the total withdrawal I made (principal and interest combined). Both of the 1099-Rs have a "P" in box 7. That was my fault because I didn't initially report to the funds that my w/d was due to an over-payment, so they processed it as a distribution. On my 2022 return, I accounted for the principal over-contribution (and not receiving any 1099-Rs) by using the "missing" 1099-R function of TT (as per the suggesting answer to my question). However, for 2023, the 1099-Rs includes the principal (and interest) that I have already accounted for on my 2022 return. So, for 2023, how do I account for the interest? (all this fuss seems ridiculous since we're only talking about under $4 of interest). I could ignore the 1099-Rs I received, and create "new" ones with the correct amounts, or I could enter the interest in the same way I accounted for the principal in 2022, or I could "correct" the amounts listed on the 1099-Rs I received from the fund? Suggestions please. thanks so much for any assistance.
