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Retirement tax questions
Form 1099-R - Excess 401k Contributions. How can we help? Code "P" indicates that the taxpayer contributed more than allowed to a 401k, IRA, etc. through payroll withholding.
Yes a 1099-R should be filed.
Yes a 1099-R should be filed.
**I don't work for TT. Just trying to help. All the best.
***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question
**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question
**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
‎April 25, 2024
7:09 AM