Have a nice day
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Got it. OK now I think the water is finally getting a little clearer.I’m curious to see what my employer’s resolution will be and if my contributions is going t...
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Thanks dmertz for the replies. 1) You just caught my error and shed more light on this situation. I completely messed. I have been misclassified as an HCE in 2...
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I messed up on the title. It should be:Misclassified as highly compensated employee (HCE) in 2024 -> 1099-R excess 401k contribution
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Thanks dmertz so much for your expertise.I had to look up whatEPCRS. additionally, I looked back at the 1099-R, and there is no code listed. Yeah, I see in one ...
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Thanks for the response.However, sorry if any confusion, this was not a 1099-R for an "excess contribution" but rather a notice of refund. My employer is trying...
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- Posted Re: Misclassified as highly compensated employee (HCE) in 2024 -> 1099-R excess 401k contribution on Get your taxes done using TurboTax. January 31, 2025 11:03 AM
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- Posted Re: Misclassified as highly compensated employee (HCE) in 2024 -> 1099-R excess 401k contribution on Get your taxes done using TurboTax. January 31, 2025 10:09 AM
- Posted Re: Misclassified as highly compensated employee (HCE) in 2024 -> 1099-R excess 401k contribution on Get your taxes done using TurboTax. January 31, 2025 9:45 AM
- Posted Re: Misclassified as highly compensated employee (HCE) in 2023 -> 1099-R excess 401k contribution on Get your taxes done using TurboTax. January 30, 2025 11:09 PM
- Posted Re: Misclassified as highly compensated employee (HCE) in 2023 -> 1099-R excess 401k contribution on Get your taxes done using TurboTax. January 29, 2025 4:47 PM
- Posted Misclassified as highly compensated employee (HCE) in 2023 -> 1099-R excess 401k contribution on Get your taxes done using TurboTax. January 29, 2025 2:53 PM
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