Hello,
This year I over contributed to the 403B account; I notified my current company of the overcontribution and they issued a withdrawal amount for the overcontribution.
However, this withdrawal happened then in 2026, so after calling the 403b brokerage, they said that a 1099R will be issued, but that it will be issued for next year's/2026 taxes.
I am currently doing taxes through FreeTaxUSA. When it asks for my 403b contributions, do I still report the amount that was contributed, even if it was in excess and a withdrawal already happened?
Overcontribution to 403B with withdrawal done in 2026 – how to report on taxes?
byu/Lou_Peachum_2 intax
Posted by Lou_Peachum_2