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excess 401 k contribution and amended return for prior year

I contributed an excess amount in 401 k for 2024 and received a refund of those funds from my 401k.  I received 2 1099r for 2025 , one with a code P and another with a code R.  When i try to use TurboTax 2024 to amend the return for 2024 and enter in the information for my excess contribution, the drop down box for the 1099 R only shows that the code P is for 2023, I'm not sure what I am doing wrong.  

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1 Reply
RobertB4444
Employee Tax Expert

excess 401 k contribution and amended return for prior year

There is no need to amend the 2024 return,  just enter both 1099-Rs for 2025.  The return of contributions for the prior year is for 2023 if you are doing the 2024 return.  That isn't correct.  Just put them on your 2025 return.

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