Thanks @JBedford .
A couple follow up questions:
In what situation can a small amount of 2021 excess 401K contribution affect a 2022 return? I ran through TurboTax's guidance for my 2022 tax return and didn't spot anything, hence now wondering if I likely missed something common.
I have the amendment forms ready to go out in the mail but I understand the IRS will likely take several months to process it. In this scenario, would it matter if I sent in a check for the taxes owed or would I be better off from a timing point of view making the 2021 amendment tax payment on IRS Direct Pay & California FTB Web Pay websites before I pay the taxes I owe with my 2022 extension?
Thanks.
