Marty20
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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...
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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...
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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 ...
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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...
Activity Feed for Marty20
- Cheered Re: Steps to fix 401k excess contribution (2019) rolled over to Trad IRA (2020) for VictoriaD75. June 24, 2020 3:08 PM
- Posted Re: How do i file a form 5329? on Retirement tax questions. June 23, 2020 4:12 PM
- Posted Re: How do i file a form 5329? on Retirement tax questions. June 23, 2020 12:28 PM
- Posted Steps to fix 401k excess contribution (2019) rolled over to Trad IRA (2020) on Get your taxes done using TurboTax. June 23, 2020 10:49 AM
- Posted Re: How do i file a form 5329? on Retirement tax questions. June 22, 2020 9:18 PM
- Posted Re: How do i file a form 5329? on Retirement tax questions. June 22, 2020 4:09 PM