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excess contribution
On 4/13/23, while I was preparing for the 2022 tax return, I found out that I had an excess contribution of $109, so, I contacted my company which referred me to Fidelity the Administrator. Fidelity said that I passed the 3/2023 deadline so Fidelity would not be able to make any changes. Though I hadn't received the excess contribution, I reported it on my 2022 tax return under other income. Afterward, I contacted my company but it said that they would neither withdraw the excess from my retirement a/c nor send me an amended W2, how should rectify this tax situation? Thanks!
‎November 21, 2023
8:36 PM