Deductions & credits

To verify, do you mean you made after-tax contributions to your Roth 401(k)? Contributions to a Roth 401(k) are made from income that was included in the gross income and was taxed. Therefore, it is an after-tax contribution. Please see IRS Retirement Topics - Designated Roth Account for additional details. 

If you made after-tax contributions then you do not need to include the excess contribution on your 2022 tax return because it was already included. 

Yes, you should receive two 2023 Form 1099-R:

• If the distribution was for a 2022 excess deferral to a designated Roth account, your Form 1099-R should have codes B and P in box 7. Don’t add this amount to your wages on your 2022 return. 
• If the distribution was for the income earned on an excess deferral, your Form 1099-R should have code 8 in box 7. Add the income amount to your wages on your 2023 income tax return, regardless of when the excess deferral was made.

Please see Pub 525 for more information.

Pre-tax excess deferrals to a 401 (k) have to be included in your wages with these steps:

1. Login to your TurboTax Account 
2. Click "Wages & Income" (under Federal) on the left side of your screen
3. Scroll  down to "Less Common Income" and click "Show More"
4. Scroll down to "Miscellaneous Income, 1099-A, 1099-C" and click "Start"
5. Select "Other income not already reported on a Form W-2 or Form 1099" and click "Start"
6. On the "Did you receive any other wages?" screen answer "Yes" and click "Continue"
7. Continue until you get to the "Any other earned income" screen, answer "Yes" and click "Continue"
8. On the "Enter Source of Other Earned income" screen select "Other" and click "Continue"
9. On the "Any Other Earned Income" screen enter "2022 Excess 401(k) Deferrals" for the description, enter the amount and click "Done".