Joesanko
Returning Member

Retirement tax questions

Is TURBOTAX smart enough to generate this new 1099R for the excess 401k contribution amount, while I do the Tax-Return-2023. ?

(I am currently working on my 2023 tax return, being very late)

The help on TurboTax is not saying anything like that, but it never suggested anything about creating a new manual 1099R either. I do not want this to be doubled, if I do one on top of the automated one, if any.