@ja2001 wrote:
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
#1 If the company returned the money in 2021 then they were required by law to issue a 1099-R no later then Jan 31 2022. Contact the company for a copy.
#2 The company match is not your problem and does not go on your tax return.
**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.**
