CMGolden
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For others....I spoke to an IRS agent and they said this: Box 7 of the 1099-R should indeed have been code "P." And no double taxation should occur so long as t...
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So... do I just beg the 401k provider to issue a corrected 1099-R??If they refuse, I probably cannot just leave it off my 2023 return, since it will appear to t...
Activity Feed for CMGolden
- Posted Re: Excess 401k contributions in 2022, 1099-R in 2023 on Retirement tax questions. February 14, 2024 10:20 AM
- Cheered Re: Excess 401k contributions in 2022, 1099-R in 2023 for dmertz. February 14, 2024 7:38 AM
- Posted Re: Excess 401k contributions in 2022, 1099-R in 2023 on Retirement tax questions. February 13, 2024 11:17 AM
- Cheered Re: Excess 401k contributions in 2022, 1099-R in 2023 for dmertz. February 13, 2024 11:15 AM
- Posted Excess 401k contributions in 2022, 1099-R in 2023 on Retirement tax questions. February 13, 2024 9:03 AM