mptpat115
New Member

How to handle 1099-R?

I had made excess 401K contribution in 2015.

The money was refunded in 2016 and I received a 1099-R saying this is taxable amount. 

When I prepared 2015 return, would TurboTax have caught & disallowed this excess contribution and included in my income anyways? 

In other words, do I have to amend 2015 tax return? 

Thanks.