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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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
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
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