Form 1099-R - Excess 401k Contributions. How can we help? Code "P" indicates that the taxpayer contributed more than allowed to a 401k, IRA, etc. through payrol...
@ayubruin7777 report both in 2023. No 1099R should be received in 2024. It is easiest to report as if you received a 1099R for 2023 as both were removed prior ...
@ayubruin7777The IRS requires the 1099-R for excess contributions to be created in the year the excess contribution is removed the from your traditional or Roth...
https://mypath.pa.gov/_/ is a link to where's my refund for PA.While the rule is normally 4 weeks to process, there are often delays.Glad it shows as accepted.
@Oakleigh With rampant inflation and increased ages, 2 earner families, less and less people may qualify.
Feb. 27 is the earliest date it could be paid. Accord...
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