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chiluk
New Member

How do I show an excess 401k distribution for tax year 2017 that was received March of 2018 if I didn't receive a 1099-r? Turbotax won't let me show a 1099-r w/o Fed ID#

 
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Rachel_W
Expert Alumni

How do I show an excess 401k distribution for tax year 2017 that was received March of 2018 if I didn't receive a 1099-r? Turbotax won't let me show a 1099-r w/o Fed ID#

You can report the refund of the excess contributions to your 401K on Line 7 of your 2017 Tax Return without Form 1099-R by following these steps: 

  • Click on the "Federal Taxes" Tab
  • Click on the "Wages & Income" Tab
  • Click on "I'll choose what I work on"
  • Scroll down to "Less Common Income"
  • Select "Miscellaneous Income" and click Start or Update
  • Select "Other income not already reported on a Form W-2 or Form 1099" and click on Start
  • Answer the Question "Did you receive any other wages?  Yes
  • Click through the questions until you get to "Any Other Earned Income"
  • Answer Yes to "Did you earn any other wages?
  • Indicate "Other" as Source of Other Earned Income and click Continue
  • For the description enter "2017 Excess 401K Deferrals" and click on Done
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