excess 401 k contribution and amended return for prior year

Gasman1962 — Wed, 28 Jan 2026 17:40:04 GMT

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.

Re: excess 401 k contribution and amended return for prior year

RobertB4444 — Fri, 06 Feb 2026 20:43:21 GMT

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.

topic Re: excess 401 k contribution and amended return for prior year in Retirement tax questions

excess 401 k contribution and amended return for prior year

Re: excess 401 k contribution and amended return for prior year