Retirement Plan OverContributed

Today TaxMama hears from Melanie in Louisiana, who tells us, “We received a 2005 1099 R with a distribution code of P because our 401K at work was “lopsided” . The form said we should file an amended return both state and federal for 2004, which we did by April 15. Now we are receiving [...]

Episode metadata supplied by the publisher feed · Published May 23, 2006

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