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Retirement tax questions
I don't have a 401(k), but it could have been a 403(b). Box 7 has 7 in it and the box next to it for IRA/SEP/SIMPLE is checked.
Box 5 shows $0.00.
I took the loan out in April and paid it back in May; the requirement was that it had to be repaid within 2 months.
I talked to the agent, because I didn't think the $3000 should even show, but he told me that's how they had to account for it. The repayment is included on a Form 5498 in Box 2 Rollover Contributions.
March 28, 2020
2:38 PM