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For excess deferral on a 401k, what year do you pick for the 1099-R, as it says to enter it "like I received one". Is it 2024 or 2025?
The TurboTax prompt is asking "what year is on your "bank [hidden]" 1099-R? I don't actually have a 1099-R with the information as I'm trying to correct the overfunding/distribution.
March 15, 2025
2:49 PM