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client gave too much to a pension on a job

ira
Level 2

he gave 19,500 to pension on his 1st job

 

and 5k to pension on 2nd job

 

he just got back the 5k from the 2nd job's pension

 

but no 1099 will be issued to next year

 

any ideas how to reflect on tax return?

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rbynaker
Level 13

There was a great thread that somebody dug up yesterday on this, lemme see if I can find it . . .

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/401k-contributions-exce...

Rick

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1 Comment 1
rbynaker
Level 13

There was a great thread that somebody dug up yesterday on this, lemme see if I can find it . . .

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/401k-contributions-exce...

Rick