TomD8
Level 15

Retirement tax questions

If Fidelity is the plan sponsor or custodian I would suggest asking a Fidelity Retirement specialist whether or not you have any reporting requirement at this point.

If the IRS issues a compliance statement it usually means that all the necessary corrections have been made and accepted.  https://www.irs.gov/retirement-plans/voluntary-correction-program-general-description

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

View solution in original post