hi! I checked the forums and didn't find a similar question that pertains to my situation, so I figured I'd ask here:
My spouse overcontributed to her 401k in 2018 due to a job change and miscalculation. We have notified her employer and they have sent a request to Fidelity to return the excess, which will come in the form of a refund check.
In order to properly process this in TT so I don't get double taxed on the 401k excess deferral, what documents do I need? Do I need an amended 2018 W2? Do I need a new 2018 1099R to pay tax in 2018 on the excess deferral and a 2019 1099R for next years filings to pay tax on the interest/earnings?
