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Retirement tax questions
Looks like two separate questions
1) I did not receive a 1099-R in January 2022. The refund was issued in late January 2022 (for the 2021 year contribution over the limit) and I've not received a 1099-R. I thought 1099-R is information only and I will receive it by end of 2022 (which is the year the refund check was actually sent)
2) The question is about the company match $s (company match for the overcontribution) that the plan administrator deducted in January 2022 when they sent me the check for my overcontribution. How do I get the company match $s back ?
Thanks
March 20, 2022
6:34 PM