Camp1040
Level 11
04-05-2024
04:07 PM
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Follow up...not good
The employee with the excess contribution due to two jobs was told by the plan administrator that they can't help him and that he needs to contact his employer. His employer said they can't help.
My advise to him is to call Fidelity back and get another rep who is willing to put some traction into resolving his issue. If he can't get it resolved by the 4/15 deadline it looks like a double taxable situation on the excess. And I thought I had this issue solved.😣