Rachel_W
Expert Alumni

Retirement tax questions

1) Yes, if you have already filed your 2018 Tax Return, you will need to Amend it.  You can click here for instructions on Amending your tax return: How to Change a Tax Return You Already Filed.  

2) You should report the full amount of your over contribution, $772.  Please follow the instructions in this link to report your over contibution of $772 as wages on your 2018 Tax Return: How to report excess 401(k) Contribution