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return of 401k after-tax contribution

Fidelity informed me in early May 2023 that there is a return of excess contribution from my 401k contribution in 2022.  In 2022, I made 401K after tax contribution with immediate Roth in-plan conversion.

In mid May 2023 Fidelity sent me a check of ~$9000. (all numbers rounded)

Documentation:

A table  showing in row 1 "Total Distribution $9000, Roth = $9000 and Non Roth = $0, and row 2 "Return of Roth After-Tax Contribution" = $9000, Roth = $9000 and Non Roth = $0 . 

A table showing  Gross is $9000, Non Taxable is $11000, employee contribution loss is $2000, and net is $9000.

Fidelity says I'll receive form 1099-R but I haven't received it.

1. Do I report this item in 2022 tax return or 2023 tax return?

2. How do I report it in turbo tax?

3. Since the return is after tax and there was a loss, I assume I won't need to pay tax on it?

4. Can I take short term capital loss of $2000?

Thanks!

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1 Reply

return of 401k after-tax contribution

https://ttlc.intuit.com/community/retirement/discussion/steps-to-manage-401a-after-tax-over-contribu...

There is a related post in this link but the situation is somewhat different. I posted my question to that thread as well.  You can monitor there.  Hopefully we get help form someone who knows.

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