Job A in 2024 - maxed out ROTH 401k
Job B in 2024 - over contributed to ROTH 401k (unknown at the time)
Rolled over Job B in 2025 to financial planner.
While doing taxes in 2025, was alerted that I over contributed to my ROTH 401k.
How do I correct this? I keep getting different information from former Job B and current financial advisor (who has the money, since we rolled it over to them).
Have been told I need an amended W-2 from Job B, but in order to get that, I need a 1099R.
Since the rollover was in the year 2025 and not 2024, is this going to be an issue getting an amended 2024 W-2?
Thanks.
