The plan is required to have issued a 2025 Form 1099-R for this corrective distribution that occurred in 2025. Contact the plan to obtain the missing form.
https://www.irs.gov/retirement-plans/401k-plan-fix-it-guide-the-plan-failed-the-401k-adp-and-acp-nondiscrimination-testsThis appears to be a correction describe...
No dummy Form 1099-SA is to be entered.The distribution of the loss-adjusted amount of $3,109.84 accomplished the return of the entire $3,183 excess contributio...
Perhaps your tax return underreported taxable Social Security income. Many people this year mistakenly answered Yes to TurboTax's question that asks if they wer...
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