agm1420
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Thank you Mr Thomas.Just one more question, should I deduct the excess contribution amount from the box 12 of my W2?
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Thank you.So, how do we show it? A substitute 1099-R or just add it to the W2? What should I do, when I receive 1099-R next year? Do I need to pay taxes on this...
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What if it is a pre tax contribution (not a Roth). How do you handle that?
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Hi Dana,Just wanted to clarify your answer. You are saying that withdraw the excess contribution and the earnings before April 15th and don't show it this year'...
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Hi,I withdraw the excess amount and the earnings last month. I am filing a substitute 1099-R through Turbotax. Should I deduct the excess contribution from my W...
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- Posted Re: Over contribution in 403b on Retirement tax questions. April 5, 2024 7:23 AM
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- Posted Re: I changed jobs last year. I over contributed to my Roth employer plan since I contribute to both employer plans. I have removed the excess amount. How to fix in TurboTax on Retirement tax questions. April 3, 2024 8:37 AM
- Cheered Re: I changed jobs last year. I over contributed to my Roth employer plan since I contribute to both employer plans. I have removed the excess amount. How to fix in TurboTax for dmertz. April 3, 2024 8:33 AM
- Posted Re: I changed jobs last year. I over contributed to my Roth employer plan since I contribute to both employer plans. I have removed the excess amount. How to fix in TurboTax on Retirement tax questions. April 3, 2024 7:30 AM
- Posted Over contribution in 403b on Retirement tax questions. April 3, 2024 6:44 AM
- Posted Re: Handling excess contributon to 403b Roth account in TT on Retirement tax questions. April 2, 2024 3:22 PM
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- Posted Re: Handling excess contributon to 403b Roth account in TT on Retirement tax questions. April 2, 2024 2:10 PM