@ja2001 wrote:
Money was returned in January 2022 and not in 2021 (2021 extra contribution returned in 2022)
I understand question 2 is not a direct tax question, but I want to follow up with the plan admin to get the company matching money back to my 401k account.
Thanks
Then you should receive the 1099-R in Jan 2023 to report it. Company match is taken care of by the company. The company accounts for that internally and does not report it to you. Company match 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.**
