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ghanbir
New Member

I had excess Roth 401(K) contribution in 2021. Plan administrator refunded the excess amount less loss on excess contribution on 3/30/2022 to me. How do I report it?

How should I report the refund on my 2021 return?  Thanks for any help.
1 Reply
dmertz
Level 15

I had excess Roth 401(K) contribution in 2021. Plan administrator refunded the excess amount less loss on excess contribution on 3/30/2022 to me. How do I report it?

Nothing about this goes on your 2021 tax return.

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