I made an excess contribution to my Roth 401K for 2023 (due to multiple W2s). I requested the return of the excess (ROE) contribution from my brokerage account holder last year, 2024, but they claimed that I requested the return of excess too late, after April 14, 2024, and they could not return the excess to me. I contacted them many times throughout 2024 about this, with no success. They advised me to contact a CPA. I contacted Turbo Tax Expert and other tax companies that mentioned that they have nothing to do with this and that this should be between me and my brokerage firm, which makes sense to me. Meanwhile, the excess continues to be at the brokerage firm, accumulating penalties and interest. Any suggestion on how to resolve this?
Note: I can not transfer my 2023 excess to 2024 since my 2024 Roth is maxed out.
