MarilynG1
Expert Alumni

Retirement tax questions

Yes, that's correct.  The 1099-R with Code P can be ignored in 2024, and the 1099-R with Code 8 will be reported in your 2024 return.

 

Here's more info on Excess 401K Contribution

 

@99taxproblems

 

[Edited 4/2/2024 | 9:09 am]

 

 

 

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