- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Since I don't want to pay taxes on their mistake, I have requested that my current 401K provider return the funds Do I need to wait until it is returned to file my taxes without including the 1099-R for the amount that was not eligible for rollover? Do I file with the 1099-R and then file an amendment after I have confirmation that it was returned? The current company cannot give me a timeframe other than that it has been approved and is "in process."
‎April 2, 2023
10:42 PM