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  1. lradimer
    I could use some input on how to correct this unique situation please... An employee was deferring pretax $750 per paycheck and submitted a request on 3/15/16 to change the election to $350 pretax and $10 roth. The change was not actually implemented until 10/31/16. The employee confirmed that they would like the contributions returned. Would you return $390 per paycheck and recategorize $10 as roth and have the client fix payroll to add $10 of her pretax as taxable wages since a 1099 will be issued for the $340 being distributed? Any suggestions?
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