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What tax documentation do I need to show a refund of my overcontribution to my 401k?
I had two employers in 2016, and I seem to have overcontributed to my 401k. My current 401k plan administrator can refund me the overpayment amount, but how do I show this on my 2016 taxes? Is there some sort of tax document I should be getting from the plan administrator? Do I get a corrected W-2?
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‎June 4, 2019
7:54 PM