Hello Dana and All,I could see my refund of the excess deferral has the earnings as taxable amount. Is there a way I can withhold federal and state taxes to avo...
Hello, I would like to ask after distributing from my Roth 401K, I will still be receiving the 1099R next year but still not needed to report in tax return 2024...
Thanks Dana! Just want to confirm the after tax Roth 401K amount had already been counted under the wages in W2, so no need to add or amend anything when I rece...
Sorry one other question, I will withdraw from my after tax Roth 401K as my pre tax transitional 401K already max the $22,500. Same stepsto enter the excess def...
Thank you so much DanaB27 for confirming there won't be any penalty fee for reporting the distributed earnings when report on tax return 2024 next year. I will ...