topic 1099-R distribution code 8 Taxable amount blank in Retirement tax questions

1099-R distribution code 8 Taxable amount blank

whitmpdx — Mon, 23 Feb 2026 11:52:13 GMT

I rolled over a previous employer 401(K) to my new company 401(k) last year. A few months later I got a letter from the previous company that they inadvertently distributed excess. I received two 1099-Rs. The one for the excess amount lists distribution code 8, box 2a is blank, and box 2b has "total distribution" checked. When I enter it in Turbo Tax, I left box 2a blank. Everything I read said that TurboTax would calculate the amount that should be in 2a based on the questions it asks following entering the form. But when I get to the end and do the checks, it comes up with wanting me to enter an amount in 2a. How do I determine whether that amount is taxable?

Re: 1099-R distribution code 8 Taxable amount blank

DavidD66 — Wed, 22 Feb 2023 18:29:22 GMT

You can enter for Box 2a, whatever the amount in Box 1 - Gross Distribution is. The distribution is for Excess contributions plus earnings/excess deferrals (and/or earnings) taxable in 2022. So 100 of the reported amount is taxable.

Re: 1099-R distribution code 8 Taxable amount blank

whitmpdx — Mon, 03 Apr 2023 05:42:17 GMT

Since I don't want to pay taxes on their mistake, I have requested that my current 401K provider return the funds Do I need to wait until it is returned to file my taxes without including the 1099-R for the amount that was not eligible for rollover? Do I file with the 1099-R and then file an amendment after I have confirmation that it was returned? The current company cannot give me a timeframe other than that it has been approved and is "in process."

Re: 1099-R distribution code 8 Taxable amount blank

RobertB4444 — Mon, 03 Apr 2023 16:02:47 GMT

No, go ahead and file the return and indicate that the distribution was non-taxable by putting a zero in box 2a. Maintain records of all of the transactions in case you are ever questioned about it but since you have corrected the issue you should consider the matter closed.

@whitmpdx