Retirement tax questions


@ja2001 wrote:

My 401k administrator has taken away the company matching money when they refunded the check for my excess contribution.

 


You did not say what year the contribution was for and what year it was returned.    You should receive a 1099-R from the administrator - see my previous post in this thread.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**