Retirement tax questions

No.   The 401(k) plan trustee reports that to the IRS with the 1099-R.

 

IRS Pub 525 page 10 says NOT to include the excess. for a Designated Roth.

https://www.irs.gov/pub/irs-pdf/p525.pdf

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**