How can i report, as income, a refund from excess 401k contribution

boblee21 — Thu, 06 Jun 2019 09:31:26 GMT

If you received a 1099-R for the distribution, To input i...

CherylW — Thu, 06 Jun 2019 09:31:27 GMT

If you received a 1099-R for the distribution,

To input it,

Go to the Income input section.
Go to Retirement Plans and Social Security.
Click the Update button next to IRA, 401(k), and Pension Plans.
Click Add another 1099-R (or the Edit button by the one you want to change).
Click I'll type it in myself.
Under Tell us which 1099-R you have, check the Form 1099-R box.
Enter the 1099-R that you received EXACTLY as it appears on this screen.