Hi I worked for two companies in 2018 so I over contributed to 401k. After I found out about this, I contacted the plan owner(previous company) and asked them to return the excess contribution (after tax , and before 4/15/2019) . They returned the money. However, they said I would not get an updated W2. I filled out the tax forms with the estimated number of the federal and state tax.
I would expect either the previous company or the plan owner to send me another tax form for this this year so that I can amend my 2018 tax based on the real numbers. However, I have not received anything from either the previous employer or the plan owner.
Should I contact anyone for this? If so, should I contact the previous employer or the plan owner?
Thank you for your help.
