2017 Excess Salary Deferral refund before 4/15/2018 - use misc. income section of wages or 1099? I did not receive a 1099. Plan document show 2018 Tax Info

[mfttol07]

the excess deferral was $549.40.  The refund document was for $576.73 which includes taxable income of $27.33.  I called the plan and they said they would be sending a 1099 January 2019 since they distributed my excess 03/09/2018.  Do I put the $549.40 in miscellaneous income since I won't have a 1099 for 1 year?  The document I received shows 2018 Tax Information - Net Amount withdrawn $576.73 with a taxable / ordinary income of $27.33.   When I try the 1099 route I don't have all of the information requested (e.g. Payer / etc.)

[Rachel_W]

You can report the excess contribution to your 401K on line 7 of your 2017 Tax Return without a Form 1099-R by following these steps: 

• Click on the "Federal Taxes" Tab
• Click on the "Wages & Income" Tab
• Click on "I'll choose what I work on"
• Scroll down to "Less Common Income"
• Select "Miscellaneous Income" and click Start or Update
• Select "Other income not already reported on a Form W-2 or Form 1099" and click on Start
  
• Answer the Question "Did you receive any other wages?  Yes
  
• Click through the questions until you get to "Any Other Earned Income"
• Answer Yes to "Did you earn any other wages?
• Indicate "Other" as Source of Other Earned Income and click Continue
• For the description enter "2017 Excess 401K Deferrals" and click on Done