Ok not related to consulting but looking for advice from my peers.

In 2025 I changed employers and accidentally over contributed to my 401k (by less than USD1000). Apparently the deadline to report this was 3/15. I was totally unaware and only realized it yesterday (3/18). I have reached out to both employers and neither can help with the corrective distribution.

Anyone has a suggestion on what to do? Any recommendations of a tax advisor in the nyc area?

likehelpful
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I accidentally did this a few years ago and didn't bother doing anything, if they really want to come after me for like $200, they can. But they didn't bother. And that was back before Trump cut the IRS.

Disclaimer: This is not tax or legal advice.

likehelpful

Straight to jail.

funny

And free seggs too

Deadline to remove the excess is April 15, so you still have time. Inform your 401k administrator and they will remove excess and send you the check

I have, both administrators said the deadline to start the process was March 15 (I noticed this on the 18th).

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