overcontribution to retirement plan

[joanmcq]

Want to pay the tax now. 1099-R asks for zip code and EIN of payer which I don't have. filling out substitute doesn't seem to populate 1040. Trying to get efile to create. Anyone know what to do?

[GraceNY]

In the past I have either contacted the company myself or had the taxpayer get the info for me. You need to find out who the custodian is.

I have a client who has this happen every year with 401(k). I know Box 7 is a code 8.

If all else fails, have to file as paper return.

Grace

[windmill]

In the past I have either contacted the company myself or had the taxpayer get the info for me. You need to find out who the custodian is.

I have a client who has this happen every year with 401(k). I know Box 7 is a code 8.

If all else fails, have to file as paper return.

Grace

I put the taxable earnings in Other Income .

[joanmcq]

I know the payor is American Funds. Do you know any way to get an EIN?

[kcjenkins]

AMERICAN FUNDS SMALLCAP is 95-4253845

AMERICAN FUNDS NEW PERS is 95-2817150

[joanmcq]

I'll try to find out if its one of those. Its supposed to flow to line 7 right? Anyone else with american fund eins? jeez, i may just pick one at random to get the damn thing efiled. The 1099 hasn't even been issued yet. do i need to do a substitute form?

[jklcpa]

Sorry Joan, no Amer Funds here.

Yes, it goes on line 7. Enter code "8" in box 7 of 1099R input and ATX will report on 1040 line 7.

[joanmcq]

The client got the number! Yeah! Tell them they can't efile without it and it gets 'em cooking.