Thanks for the advice on posting topics.  

Yes, type error on my behalf.  this was an employer provided Roth 401(k).  2nd company took the operating agreement from company 1 but with their own HR and company benefits so like working for 2 separate companies.  Taxpayer is age 64.  

From what I am gathering is that the 2nd employer is refunding the excess and if any earnings and providing 2 1099R's for 2024.  Since this was a Roth 401k and over age 64, no adjustments need made to his 2023 return.  I am providing a supporting statement regarding this and that is was corrected prior to 4/24/15.  I am a Pro-Series Basic User.  They stated that no W2-C would be issued as well.

Please verify if all the above sounds correct and I apologize for the way presented and do appreciate your help not being a member but community help!   Thanks Dave