Guest robmason Posted March 1, 2005 Posted March 1, 2005 Due to the ADP test, excess contributions & earnings (>$100) were returned to the employee prior to 3/15/05. My understanding is that these are taxable in 2004 even though no 1099-R will be issued until January 2006. The difficulty is that the check stub accompanying the returned contribution shows 30% FITW. How do I report the withholding for 2004 without a substantiating IRS form?
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