Jim27
New Member

Do I include 2018 401k excess deferral tax withholdings in the 2018 or 2019 tax return?

I received a check in March 2019 for 401K excess deferral (due to over contribution to the 401k plan).  The amount I received was less federal and state tax withholdings. I understand I should report the excess deferral in the 2018 tax return based on other Q&A in this website.  How about the federal and state tax that was withheld.  Do I include the withheld taxes in the 2018 tax return or in the 2019 tax return?"