RussWill
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Thank you for the information and for your time and assistance with this matter. It is very much appreciated!
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Thanks again for the prompt response macuser_22! It is truly appreciated.Yes - I'm positive all of the 401k contributions were made to a designated Roth as evid...
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Thanks for the prompt reply macuser_22! My apologies for the earlier typo.To clarify, I received two 1099-Rs. One is for the return of the excess contributions ...
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Thanks for the prompt reply macuser_22! My apologies for the earlier typo.To clarify, I received two 1099-Rs. One is for the return of the excess contributions ...
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I made an excess contribution to a ROTH 401k in 2019. It was discovered late and the plan sponsor could not send me a corrective distribution (return of my exce...
Activity Feed for RussWill
- Posted Re: Roth 401k Excess Contribution on Retirement tax questions. April 4, 2021 2:41 PM
- Posted Re: Roth 401k Excess Contribution on Retirement tax questions. April 4, 2021 1:15 PM
- Posted Re: Roth 401k Excess Contribution on Retirement tax questions. April 4, 2021 11:41 AM
- Posted Re: Roth 401k Excess Contribution on Retirement tax questions. April 4, 2021 11:28 AM
- Posted Re: Roth 401k Excess Contribution on Retirement tax questions. April 3, 2021 8:37 PM