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Overcontribution to Roth 401K
I'm getting some conflicting information on how to fix my overcontribution. For 2019, I contributed only to a Roth 401K. Due to an employment change, I ended up overcontributing by $102.45 for the year into Fidelity. Fidelity had me send an ROE form requesting the amount get returned. Since this is a Roth 401K, am I supposed to wait for a new W2? I was under the impression that since it was a Roth, I wouldnt need a new W2. Should I expect additional forms or modified forms before filing for return for 2019? Do I claim the returned interest in 2019 tax return or wait for 2020 return? Thanks!
‎January 18, 2020
5:12 AM