MarilynG1
Expert Alumni

Get your taxes done using TurboTax

If your brokerage will only allow your March 2024 contribution to be designated for 2024, how can you make a 2023 contribution in their system?  Or can you?

 

At this point, it sound like your contribution is not an excess contribution for 2023; it's only a 2024 contribution.

 

If you can clarify with more details, we'll try to help.

 

Here's more info on Excess 401K Contribution.

 

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