Are there specific IRS forms I need to fill out when I withdraw an excess 401k contribution before the tax deadline passes?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
Are there specific IRS forms I need to fill out when I withdraw an excess 401k contribution before the tax deadline passes?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
IRS excess 401(k) elective deferrals corrective distribution April 15 Form 1099-R tax reporting Google ↗
IRS instructions Form 1099-R excess salary deferrals 401(k) corrective distribution 2025 2026 Google ↗
- Instructions for Forms 1099-R and 5498 (2026) · irs.gov
- Publication 525 (2025), Taxable and Nontaxable Income · irs.gov
- 401k Resource Guide Plan Participants General Distribution Rules · irs.gov
- 401(k) plan fix-it guide - Elective deferrals weren't limited to the amounts under IRC Section 402(g) for the calendar year and excesses weren't distributed · irs.gov
- Consequences to a participant who makes excess deferrals to a 401(k) plan · irs.gov
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS excess 401(k) elective deferrals corrective distribution April 15 Form 1099-R tax reporting OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS instructions Form 1099-R excess salary deferrals 401(k) corrective distribution 2025 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |