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How to get taxes back taken out of 401K Distribution rollover in error?
I took a 401K distribution Feb 2015 for real estate transaction that fell through. Was able to roll over the cash from the distribution within 30 days to new IRA. However, I mistakenly had 401K provider take out Fed and State Taxes. Thus, the cash placed in new IRA was short by amount of Taxes paid.
Since those taxes could not be recovered now, and the actual rollover amount submitted by IRA provide excludes the taxes, how do I recover them at time of tax reporting?
I did submit the partial rollover, but of course that shows a significant remainder of taxes paid that are not being returned to me.
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May 31, 2019
5:41 PM