https://ttlc.intuit.com/community/retirement/discussion/2020-brokerage-5498-sa-received-after-filing/01/2252675#M151161 <P>Hi,</P><P>I overcontributed to 401k. Requested and received distribution back. Did not expect to get <SPAN>2020 Brokerage 5498-SA</SPAN>, so I included the distribution into Other income. Just received the form. Should I know submit an amendment? not do anything?</P><P>thank you</P> Wed, 05 May 2021 21:33:57 GMT orangelena 2021-05-05T21:33:57Z https://ttlc.intuit.com/community/retirement/discussion/2020-brokerage-5498-sa-received-after-filing/01/2252675#M151161 <P>Hi,</P><P>I overcontributed to 401k. Requested and received distribution back. Did not expect to get <SPAN>2020 Brokerage 5498-SA</SPAN>, so I included the distribution into Other income. Just received the form. Should I know submit an amendment? not do anything?</P><P>thank you</P> Wed, 05 May 2021 21:33:57 GMT https://ttlc.intuit.com/community/retirement/discussion/2020-brokerage-5498-sa-received-after-filing/01/2252675#M151161 orangelena 2021-05-05T21:33:57Z https://ttlc.intuit.com/community/retirement/discussion/re-2020-brokerage-5498-sa-received-after-filing/01/2256762#M151448 <P>What? A 5498-SA is an informational report about your HSA, not about a 401(k) plan. The withdrawal of excess contributions should either be an adjustment to your W-2 or on a 1099-R (depends on when you requested the withdrawal).</P> <P>&nbsp;</P> <P>Did you contact your employer about this excess contribution? Did they adjust your W-2 to account for it? You need to talk to your employer first.</P> Fri, 07 May 2021 19:32:15 GMT https://ttlc.intuit.com/community/retirement/discussion/re-2020-brokerage-5498-sa-received-after-filing/01/2256762#M151448 BillM223 2021-05-07T19:32:15Z