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New Member
posted Mar 10, 2023 1:10:59 PM

401k excess contribution refunded but unable to file taxes

I have contributed some additional amount in 2022 and requested for a refund from the financial institution. The refund came in 2023. They have told me 1099-R will be sent for 2023 filing next year.

When I am filing my taxes now I still see “We see you have contributed excess amount to retirement plans.

 

I can’t get past this and file my taxes. Can you please suggest what can I do to clear this?

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Moderator
Mar 17, 2023 9:54:35 AM

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