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Retirement tax questions
I have similar issue overfunded my 401k by $330 and both employers will not distribute any funds back. However, I have a third plan under a pervious employer from 3 years ago that is willing to give me normal partial distribution of $330 before April 15th. Should I get the distribution from this old employer to overcome the overfunded current overfunded 401ks? If I do I don't get the 1099 until next year. How do I treated?
‎June 5, 2019
10:20 PM