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Asked 2/10/2009
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Excess Contribution to a closed 401k I had a 401k plan with a previous employer. Shortly after being laid off in 2007 I rolled the entire 401k over to an IRA. My previous employer (who had been bought out) switched 401k plan administrator in January 2008. The new plan administrator just issued me a 1099-R, for tax year 2008, stating that I had excess contributions. Apparently they failed the non-discrim test for HCE's, but the test was conducted too late in 2008 to be an adjustment to 2007.
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