@ja2001 wrote:
This is for year 2021.
I changed jobs in 2021. I asked the administrator for the new company is January to return the excess (all of the $s put in 401K in new company was excess as I exceeded from contribution made with first company)
I plan to just put this refund as income as recommended here when filing for taxes this month
Now to the question.. How do I ask for the company match back from my 401k administrator
Thanks
You should have received a 1099-R in Jan 2022 with the returned amount no later then JAN 31, 2022 to report this . If you did not then contact the plan administrator.
(The company match is taken care of with the company and does not affect your tax.)
**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.**
