acrahen
New Member

Excess deferrals 401k of $2,813 in 2017. $1,227 in Roth. Do I enter the entire $2,813 as other income earned in 2017 or only $1,586 since the Roth was already taxed?

I switched jobs and over contributed my 401k between the two.

I am trying to withdraw the excess deferral from my current plan.  I have $1,227 in Roth and more than enough in the pre-tax to cover to balance.

I know the Roth has to be withdrawn first.  My question is what amount do I include as other miscellaneous income?  The entire $2,813 or just $1,586 because the $1,227 was already taxed as a roth contribution?

I want to get this fixed ahead of the tax deadline to avoid the double taxation.  Thanks!