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Retirement tax questions
However, wouldn't it be prudent, under these sorts of circumstances, for the employer (or the 401k trustee) to provide a full accounting of all contributions by the employee and matching contributions by the employer, as well as gain/loss on that portion under dispute? It seems just taking their word that "We are correct now, sorry. We weren't correct then." is not enough for me to send them a check. They are going to need to prove that they were sloppy accountants before and are great accountants now..
May 31, 2019
5:49 PM