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Retirement tax questions
I inferred from "Though I hadn't received the excess contribution, I reported it on my 2022 tax return under other income" in your original post that this meant that you did not receive a distribution of the $109 excess contribution and that you had already included the $109 as other income. I assume that you received a 2022 Form W-2 that reported your contributions, including the excess, in box 12 (with code D, I'm guessing) and entered that into 2022 TurboTax as received. I inferred from your question about amending your 2022 tax return that you have already filed your 2022 tax return prepared in this way. If so, there is nothing more for you, your employer or Fidelity to do.
I'm I misunderstanding something?
‎November 23, 2023
5:18 AM