11689ww
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We were told a1099-R reflecting the rollover and asjustment of excess will be processed but as of yet, we have not recieved anything.
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We believe it was kicked back due to low participation rate in the plan, between highly copensated and hourly employees. He contributed the max, with catch up c...
Activity Feed for 11689ww
- Posted Re: Employer Excess Contribution on Get your taxes done using TurboTax. October 8, 2024 5:58 AM
- Posted Re: Employer Excess Contribution on Get your taxes done using TurboTax. October 8, 2024 5:57 AM
- Posted Employer Excess Contribution on Get your taxes done using TurboTax. October 7, 2024 1:30 PM