It is clear to me now why we are not agreeing on this matter. Simply because I've seen a 1099-R with code 8 being issued for a prior year return of excess, with...
Hi,This is my first time posting on TT Community. I am impressed that it is a pretty interactive tool.First, thank you for your explanation. The issue here is t...
I don't agree with the advice given regarding how to report the distribution of an excess contribution to a 401K plan. The important thing here is that the amou...
