mckohler96
Returning Member

Retirement tax questions

In the uncommon income part you are saying I report just the excess not the excess + gains correct?

 

If I report the excess as income but it wasn't part of my W2, how does the IRS know in 2026 when I file for 2025 taxes that I did pay income tax on the amount reported in the 1099-R I expect to receive from the deferral?