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New Member
posted Jan 19, 2024 6:39:56 PM

I had a 401k loan from 2020 which I split over 3 years so 2020, 2021 and 2022. In my return it is automatically adding 1/3 again and I can't figure out how to remove

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2 Replies
Level 15
Jan 19, 2024 6:42:10 PM

See this thread

Retirement Distribution Done but STILL shows as income

 

You can go into Tools and delete the 1099R and 8915 form that transferred over.  

Level 15
Jan 19, 2024 6:50:58 PM

By the way, that wasn't a loan but a distribution.  A loan is not reported on your tax return.  You don't get a 1099R for loans.