Thanks Dana! Just want to confirm the after tax Roth 401K amount had already been counted under the wages in W2, so no need to add or amend anything when I receive the excess distribution and earnings to my 2023 filing before 4/15/24.
All I need to report would be the earnings on next year's tax return for 2024 (no penalty on these earnings and I will be taxed on the earnings as income in 2024, correct?). Many thanks for your assistance!
