NC byNY
New Member

Reporting returned Roth 401k Excess contribution

Hi, 

I filed a return of excess Roth 401k contributions for 2019 (had 2 employers) from the 40K manager and they sent me a check for the excess Roth distribution along with the earnings on the excess.

 

I know I will get a 1099-R for the earnings and will file that with my 2020 taxes. 

 

On my 2019 taxes my total W-2 Roth Contribution shows that I exceeded the 2019 limits. My question is how I report that I properly had the excess ROTH (After Tax) funds returned prior to the April 15th deadline?