Engineer_76
Level 2
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Thank you for that clear, unambiguous answer. Much appreciated!
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Thank you! Good to get this confirmation from an expert. Much appreciated.
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Thank you for clarifying that. Very helpful!One quick follow-up. For the two 1099-Rs I am expecting to receive in Jan' 26:The 1099-R Showing the $13.32 in Earni...
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Thank you for this info DanaB27. I am in a similar situation for TY 2024, realized it in Feb 2025, contacted the plan admin, and received checks for $433 in exc...
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@DavidD66Just wanted to give an update that my problem was solved. Apparently, T Rowe Price’s back-office noticed that my Excess Contribution Withdrawal Form di...
Activity Feed for Engineer_76
- Posted Re: Reporting 2022 Excess Roth 401 Deferral taken at March of 2023 on Deductions & credits. March 24, 2025 5:57 PM
- Cheered Re: Reporting 2022 Excess Roth 401 Deferral taken at March of 2023 for DanaB27. March 24, 2025 5:56 PM
- Posted Re: How do I address return of excess Roth 401(k) contributions? on Deductions & credits. March 24, 2025 5:55 PM
- Cheered Re: How do I address return of excess Roth 401(k) contributions? for DanaB27. March 24, 2025 5:53 PM
- Posted Re: How do I address return of excess Roth 401(k) contributions? on Deductions & credits. March 22, 2025 3:09 PM
- Posted Re: Reporting 2022 Excess Roth 401 Deferral taken at March of 2023 on Deductions & credits. March 22, 2025 2:38 PM
- Posted How do I address return of excess Roth 401(k) contributions? on Deductions & credits. March 22, 2025 2:22 PM
- Posted Re: Same-Year Withdrawal vs. Excess Contribution Withdrawal of Non-Deductible Contribution from T... on Get your taxes done using TurboTax. March 8, 2024 5:14 PM
- Posted Re: Same-Year Withdrawal vs. Excess Contribution Withdrawal of Non-Deductible Contribution from T... on Get your taxes done using TurboTax. March 5, 2024 8:16 PM
- Posted Same-Year Withdrawal vs. Excess Contribution Withdrawal of Non-Deductible Contribution from Traditional IRA on Get your taxes done using TurboTax. March 5, 2024 7:39 PM