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Overcontributed to my Roth 403(b), excess removed before April 15 but W-2 still shows full amount. No report received - how to report in Turbotax to avoid double tax?
I accidentally overcontributed to my Roth 403(b), but the plan administrator helped remove the excess contribution before the April 15 deadline. However, my W-2 still shows the full (overcontributed) amount. I didn’t receive any separate tax form or report confirming the removal of the excess contribution. Where in TurboTax should I report this, to make sure I’m not taxed again on the excess? Since this is a Roth 403(b), the contributions were made with after-tax dollars, and I want to avoid any double taxation.
April 14, 2025
10:38 PM