- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
May 31, 2019
6:25 PM