- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
When exactly did a 1099-R event occur?
I received a 1099-R for a small over-contribution to a 403b that I apparently received as a distribution. The year at the top of the form is 2023, has code "P". This means there was an overage was identified at the end of 2023, which I can address on this year's tax return, by reporting it as income?
Asking because TT inferred it happened in 2022, so I would need to amend a prior year's return.
Thanks for the hints!
Topics:
March 12, 2024
5:16 PM