@DanaB27@DianeW777Hello, thank you again for your help previously! From the earlier replies I understand the instructions assuming the refund is not issued on t...
Understood, thank you for the clarification! I'm not certain that the excess can't be removed on time, just unsure as I couldn't be given a specific ETA, but I'...
So to summarize, if the excess deferral is issued to me after the deadline of April 15, 2023 but before April 15th, 2024:1) For my 2022 filing, I add the excess...
Thank you for the clarification on how the double tax works.Just one more thing - this thread (401k overcontribution) indicates that when the excess deferral is...
