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Asked 1/21/2009
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Closed 401K 8 Years Ago--Just Received a Tax Form Closed a 401K account when I left an employer and signed paperwork to have account closed 8 years ago in February. I filed taxed and showed what they sent me (I know longer have the copies or paperwork!). The company sold out and now the new company has sent me a letter saying I never took the remaining loan balance as income and is sending me an I-9 showing that I closed the account this year. I do not have any of the paperwork and no one there seems to be able to provide me with copies of the documentation when I left. Is there anything I can do? |
Answer 1/1 - Submitted 1/30/2009
Ask the administrator at the time you took distribution for a copy of the 1099r you would have received. If you took it in 2000- it would have been for 01'. If you still have copies of your taxes it should show there. The administatrator should have closed the loan, and included it in the taxable amount when you closed the account.
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