kilter
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Hi@LindaS5247, thanks for the helpful response here. I posted earlier in this thread thinking I would not get the excess deferral distribution in time, but my f...
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This link/context is exactly what I was looking for. Thank you!
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Thanks @dmertz. So I amend now and pay the additional income on that excess -- even though I can't withdraw it, it seems -- and then I pay taxes on it again whe...
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Also, I already filed my 2022 taxes, so in addition to the above question on what my tax basis will be, do I have to now file an amendment to my 2022 taxes? Do ...
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I'm in the same situation as the original poster, and I know I will not receive the excess back in time before the deadline, perhaps at all given the restrictio...
Activity Feed for kilter
- Posted Re: 401k Excess Contribution Late Withdrawal on Retirement tax questions. April 13, 2023 8:33 PM
- Posted Re: 401k Excess Contribution Late Withdrawal on Retirement tax questions. April 7, 2023 9:16 AM
- Cheered Re: 401k Excess Contribution Late Withdrawal for dmertz. April 6, 2023 9:38 PM
- Posted Re: 401k Excess Contribution Late Withdrawal on Retirement tax questions. April 6, 2023 9:35 PM
- Posted Re: 401k Excess Contribution Late Withdrawal on Retirement tax questions. April 6, 2023 5:08 PM
- Posted Re: 401k Excess Contribution Late Withdrawal on Retirement tax questions. April 6, 2023 5:06 PM