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How do I prove timely return of excess Roth 401k without a 1099-R? https://www.bocvip.com/1273084/how-do-i-prove-timely-return-of-excess-roth-401k-without-a-1099-r/ #tax
How do I prove timely return of excess Roth 401k without a 1099-R? - BOCVIP

The excess Roth 401k contribution was made in 2025. The excess (plus earnings) was returned to me in February 2026. The plan administrator says I will not

BOCVIP
Mar 28 at 9:11pmWeb