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Withdraw Excess Roth 401k contribution
I just found out that I over contributed to my ROTH 401k plan in 2022 and have withdrawn enough to go below the 20.5k limit.
The question for help is - should I leave it alone and not report for the year of 2022 given the money is post tax or should i enter a dummy 1099-R and revise in 2023 when i receive the form?
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March 26, 2023
10:17 AM