Thank you again, but after contacting my financial inst. (Schwab), they indicated that this situation would not require a revised 1099-K for 2025, but for me to...
Follow-up questions. Since I am the plan administrator, can I recharcterize my excess contributions from last year from employee to employer contributions and a...
thank you so much for the detailed reply. I will wait until I can import my 1099 from my bank and then see if that doesn't clear things up. Not sure if it makes...
