This is a tricky situation because two different tax issues are stacked together: An excess contribution was made to the voluntary after-tax Solo 401k. That excess was then converted (in-plan Roth rollover or distribution/transfer) to a Roth IRA. Here’s how the IRS generally requires you to fix it: 1. Identify the Excess Contribution The excess […] The post How do I remove an excess contribution that was made to the voluntary after tax solo 401k and was then converted to the Roth IRA? app...
