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

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