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Retirement tax questions
You need to remove the excess contribution and any earnings associated with it, whether the earnings occurred before or after the rollover. You should ask ADP to provide you with a calculation of any gain or loss on the excess contributions until the time you did the rollover. It's the same thing they would have to do if you had not done the rollover. It's a bit of an unusual situation, so you might need to speak to more than one person before you find someone who understands and can help you.
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‎April 9, 2025
5:17 PM