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Get your taxes done using TurboTax
Why do you think you made an excess deferral to a 403b? 403b plans are workplace retirement plans for non-profits and are usually managed by your HR department. How much did you contribute?
Be aware that a Roth IRA is not a 403b, an IRA is a private account and the rules are totally different. The contribution limit to an IRA was $6000 for 2022 or $7000 if you are over age 50, but the contribution limit for a 403b plan was $19,500 plus $6500 if you are over age 50. If you told Turbotax you contributed to an IRA when you really contributed to a 403b plan, you will get bad advice.
Please clarify what you really did and exactly when you did it.
‎June 9, 2023
8:12 PM