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Retirement tax questions
Hello,
I changed jobs mid year in 2021 and contributed extra in the 2nd job.
I followed up with the 401k administrator of the 2nd employer to get the refund for the full amount of excess.
Two questions
1) How do I report this when filing taxes in 2022 ?
2) They also took away the company contribution, said "Forfeited". Is that right ? where does that money go ? to the company ? the 401K administrator keeps it ?. Shouldn't I not continue to have that portion in my account.
Thanks
‎February 3, 2022
7:49 AM