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I was informed by my former employer of an excess contribution to my 401K when I retired in 09. I withdrew the excess and earnings in 2016. What must I report to the IRS?
I rolled my 401K into an IRA in 2013. Fidelity recently sent me 4 new 2013 1099 Rs. I withdrew the excess and earnings in 2016 and had 25% tax withheld. Employer advised they had received approval of the correction of the error under the IRS Voluntary Correction Program, and I owe no penalties. What am I required to file with the IRS?
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May 31, 2019
6:25 PM