The reference you made above is again for Traditional deducted 401K contributions. I don't believe it applies to Roth 401k contributions. There is a separate section on Qualified Roth contributions on P18 but it does not discuss return of excess contribution before April 15 deadline. The limits are the same but return of excess contributions of a traditional 401k will increase income in 2018. Return of excess contributions of a Roth 401k should not increase income since it was a non deductible contribution in the first place. Only earnings on the excess contribution should be taxable income for 2019. I don't remember where but there are rules on basis tracking if you inadvertently left the excess contributions in the plan beyond the April 15 deadline. In which case, there are income consequences on the excess contributions. I have already contacted the plan administrators regarding the excess contributions and it should be returned to me prior to April 15. The issue remains if there is a form I need to fill out on turbo tax to indicate to the IRS that the excess has been removed and that there are no additions to income.
