I need some help, because Lincoln Financial, the company that administers the 401k for my employer, can't give me a straight answer(or the same answer twice).
For 2017, I contributed to both the TSP and my 401k. At the end of the year, I went over $18k by $168 between the two accounts. So I did a distribution request to bring it down to $18k, since LFG advised that I had until tax day to "correct" my overcontribution. I expected this to generate a 1099R for the 2017 year. But LFG is saying this isn't the case, it will be a 1099R for 2018.
The entire point of this was to bring 2017 into compliance with the contribution limits. Does anyone have some advice for this situation?