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Retirement tax questions
Will I need an amended W2 or am I leaving the excess deferral amount in box 12 because it’s a roth account and it’s already been taxed?
I’m a little confused as to why I am reporting the excess deferrals in box 12 when I pulled the money out. I don’t want the IRS to think I have over contributed when the issue was resolved.
March 25, 2024
11:56 PM