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Retirement tax questions
Thank you so much, I really appreciate it.
One more question please. Who do I ask for the return of excess contribution? I asked my employer and they said they would not return it as it was not their fault and they will not send an amended W-2. Would I go to my 401k plan/provider and ask them for a payout before April 15 (and would this be considered a distribution)?
Thank you
Aroon
March 11, 2021
9:30 AM