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Anybody here ever exceeded 401k contribution limit?
Posted on 1/23/14 at 6:02 am
Posted on 1/23/14 at 6:02 am
I exceeded the max by a little over $300 despite my efforts to keep it from happening. I think I should contact the plan administrator to get them to refund the excess before April 15. But is there any pain I must go through for tax year 2013 because of this? Is there a special form or somewhere on a schedule I need to report this? Oh, my contributions are roughly 40% Roth and 60% Traditional....
My 1000th post!
My 1000th post!
This post was edited on 1/23/14 at 6:04 am
Posted on 1/23/14 at 6:32 am to AthensTiger
The only time I ever exceeded the limit I was sent a check for the excess and didn't fill out anything. I didn't realize I had over paid until I received the check. Of course, taxes will be held out of the overpayment.
Posted on 1/23/14 at 8:27 am to AthensTiger
what constitutes an overpayment? How is it figured?
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