bz1m70
New Member

Retirement tax questions

Does the April 15th deadline still apply sine the tax deadline was moved in 2020 to  July 15.

 

My issue is that my disbursement was cut on 4/20/21. I started communicating with Principal  (our 401K people) and my HR department on 2/9 and was assured the disbursement would happen prior to 4/15  Alll emails, calls and requests for information are documented in Principal's system. They acknowledge that I requested action in Feb.  They are blaming a third-party administrator for not providing the information in time.  I was assured it would be disbursed by the deadline BUT it was not and not I am seeing tax ramifications.

Thoughts?