Does anyone know Vanguard Fiduciary Trust Federal Tax ID Number? I had an excess deferral in my 401K in 2022. I asked Vanguard to withdraw the excess amount, and a few days ago Vanguard refunded me the excess 401K contribution. But Vanguard won't send me a 1099-R until next year since this refund was paid back to me in 2023. Per Turbo Tax and the IRS, I have to: "Report the excess deferral on your 2022 return in the Income section for Retirement Plans and Social Security whether or not you received a Form 1099-R before you file your return." (This is copied-and-pasted from TurboTax).
I have to enter this excess deferral in TurboTax for tax Yr 2022, but since I don't have Vanguard's 2023 1099-R yet, I called Vanguard today asking for their Federal Tax ID number. Vanguard wouldn't give it to me! I was on the phone for 30 minutes explaining my problem to different people and they refused to give me Vanguard's Federal Tax Number and insisted that I should not report the 2022 excess amount in my 2022 tax return (???). But Turbo Tax and IRS say I need to do it. And Vanguard won't give me their tax ID number!
Can someone help please?
