dmertz
Level 15

Retirement tax questions

@jaymax69 , your situation appears to be a bit different because in Dan99's case the excess was reported as a corrective distribution from the 401(k).  In your case it's too late for that kind of a corrective distribution.  The only similarity is what happens when an amount ineligible for rollover ends up in a Roth IRA.

 

I've addressed your situation here:

https://ttlc.intuit.com/community/retirement/discussion/roth-401k-to-roth-ira-rollover/00/3125062