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Retirement tax questions
Thanks for your detailed reply.
I have 1 full-time job and a part-time job. My full-time employer said that I didn't have any excess contribution. The part-time job (with Fidelity as Administrator) was the one that triggered the excess. I did report (the part-time job) W2 amount on 12a (code D). During the Smart Check, Turbo Tax 2022 software informed me that I had an excess contribution of $109. So, I included this excess under Other Income. I did contact Fidelity and my part-time employer but couldn't receive any help by their sending me an amended W2 or backing out the excess. Now, I don't know if I have made a mistake in including $109 on my 2022 Tax Return without an amended W2. Should I amend it & pay the tax all at once when I receive the distribution in the future? Thanks again for your input.