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Re: Individual 401k excess in 2019, refund in 2020

I made the contribution in Dec 2019, I got the refund this month Jan 2020. I won't get the 1099R until next year, right?

toomanyusernames

1

Updated Jan 23, 2020
Re: Individual 401k excess in 2019, refund in 2020

Thanks. I received the refund already but it was labeled as "Distribution - refund of excess". Are you saying I don't need to enter this as a 401k distribution?

toomanyusernames

3

Updated Jan 23, 2020

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Date Registered	‎January 22, 2020 9:05 PM
Date Last Visited	‎January 23, 2020 3:18 PM
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