I am more confused now. Let me try and describe by providing actual nos. as below:1099-T : Box 1 = 46K1099-Q : Box 1 = 56K, Box 2 = 20K, Box 3 = 36 KAs regards ...
Thank you for explaining.Actually I just talked to the plan administrator and he said that when we get the 2020 1099R (should be received in first quarter of 20...
OK thanks for sharing your experiences.DOES IT NOW MEAN THAT I NEED NOT SHOW THE EXCESS DEFERRAL RECEIVED IN MARCH 2020 AS ADDITIONAL INCOME IN 2019 RETURN? AND...
I have been reading through all the posts on excess 401K deferrals. In the end I am still not 100% sure what is the right way to go ahead with filing with TT. I...