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Get your taxes done using TurboTax
From my understanding
The Guideline 401k Plan Administrator have the following rules in this article What happens if I overcontribute to my 401(k) account?
There it mentions
"Unlike an overage in a single plan, there is a deadline to both report the outside contribution and request a refund. You must report the outside contribution by March 1 of the following year and the refund must be completed by your tax return due date."
I also call them with my situation and they said that I was passed the deadline.
From my understanding, I think I am past that deadline to request a refund. Or am I missing misunderstanding something?
Thank you for your help!
‎April 13, 2025
8:47 AM