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Marty20
Level 1
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  • Thanks again for your answer and clarification. Just to summarize my actions for 2019 taxes, I should go ahead and add the excessive 401k contribution to my 104...
    Marty20
    1
    Updated Apr 12, 2023
  • Please see attached screenshot about the deadline to withdraw the excessive 401k/Trad IRA distribution.Recap:I just found out through Turbotax that I contribute...
    Marty20
    3
    Updated Apr 12, 2023
  • Thank you for your response. According to Turbo Tax, the new deadline for requesting/receiving the excess contribution is July 15, 2020. So technically I still ...
    Marty20
    5
    Updated Apr 12, 2023
  • I just found out that I contributed an excess of $547 into my 401k in 2019. I had 2 employers using 2 different brokers to manage 401k (Vanguard & Fidelity) Unf...
    Marty20
    9
    Updated Apr 12, 2023
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