CL7
Level 3

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.