o*********l 发帖数: 11 | 1 用软件算税的时候发现去年401K多放了2K,然后跟公司和FIDELITY联系.主要是自己换
工作没注
意。Fidelity会把2K退给我,但是会给1099,算2011的收入。
现在的情况是算2010年税的时候软件自动扣了这2K的税。所以说这2k还是会double tax
。怎么解
决这个问题呢?
谢谢。 | d****g 发帖数: 1049 | 2 If you get it out before 4/18, u wont be double taxed. Fidelity should give
you 2 1099R next yr, one is the over contribution, with the 'Correction'
box checked. The other one is the gain, which will be taxed.
You should download irs pub 525 and check the relevant sections on p10.
tax
【在 o*********l 的大作中提到】 : 用软件算税的时候发现去年401K多放了2K,然后跟公司和FIDELITY联系.主要是自己换 : 工作没注 : 意。Fidelity会把2K退给我,但是会给1099,算2011的收入。 : 现在的情况是算2010年税的时候软件自动扣了这2K的税。所以说这2k还是会double tax : 。怎么解 : 决这个问题呢? : 谢谢。
| o*********l 发帖数: 11 | 3 Thanks. Yes I will get the money distributed from Fidelity and get a
1099 next year. The pub 525 is very confusing though.
should give
'Correction'
p10.
【在 d****g 的大作中提到】 : If you get it out before 4/18, u wont be double taxed. Fidelity should give : you 2 1099R next yr, one is the over contribution, with the 'Correction' : box checked. The other one is the gain, which will be taxed. : You should download irs pub 525 and check the relevant sections on p10. : : tax
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