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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
‎January 7, 2024
1:13 PM