a*****n
发帖数: 149 | 1 去年换了工作，结果在两个公司交的401k 超过了 17000$的上限不少。
看turbo tax 上说
2. Notify the plan administrator (the company or broker that handles your
retirement account) that you have an excess salary deferral as soon as
possible.
3. Withdraw the funds no later than April 15, 2013 to avoid paying
additional taxes on the excess deferral.
4. Report the excess deferral on your 2012 return in the Income section for
Retirement Plans and Social Security whether or not you received a Form 1099
-R before you file your return. Enter as much information as you can. Report
the excess deferral amount in boxes 1 and 2a, and use code P in box 7.
Indicate that this is a 2013 Form 1099-R.
现在离4.15没几天了，我还来得及拿到新1099-R否?
如果新公司把401k 退了，但我还是在4/15没拿到1099-R，我还能tax return否。 需不
需要 file个tax
return 延期到10/15?
一头雾水啊 |
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