bpearman
New Member

How do I handle a "Return of Excess Funds" to my 401K without a 1099-R?

Here is my original question.  I commented, but never got a response.

https://ttlc.intuit.com/questions/4720090-how-do-i-handle-an-over-contribution-to-both-my-hsa-and-40...

How do I input 1099-R information that I do not have?  I have information for boxes 1, 2a, and 7 in TurboTax, but nothing else.  I do not have the address or any other information.  What do I put for the seven or so boxes that I have no information for in TurboTax?