How to file tax return for Excess 401K and Roth 401K contribution withdrawn before deadline?

[navyas]

Hi,

I had switched jobs in 2024 and I accidently contributed in around $4000 in traditional 401K and $2000 in Roth 401K. I withdrew $4000 from the old employer's retirement plan and $2000 from the new employer's retirement plan. I have held off on filing the tax return because my employer was supposed to share the corrected W2 as well. I just got the corrected W2 so I can file the return. The investment companies said they will provide 1099-R in Jan 2026.

1. Should I declare $4000 as additional taxable income with Box 7 Distribution code as 8 while filing the return for 2024 with substitute 1099-R? or do I need to file once I receive 1099-R from the investment company in 2026.

2. Also, how should I report $2000 from Roth 401K? its already taxed, so should I remove AA from box 12 or should I report additional not taxable income in withdrawals section of turbotax?

Tax experts please let me know the right way to proceed ahead

[navyas]

Missed to add. I had withdrawn the amount on April 4th before the April 15 deadline.