The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: ineligible pension contribution||Date: 4/23/2013 2:22 PM|
|Author: katiewa||Number: 118480 of 121572|
We just received the following notice:
A recent review of your pension contributions to the ... Pension Plan ... indicated a contribution made after your termination date .... As a result of [a] payment on March 9 [6 months after leaving], 2012, a pension contribution of $xx.xx was made to your account. At that time you were no longer an employee eligible to contribute to the plan.... Because of this, we need to reimburse you for the $xx.xx plus earnings.
So, does this get credited to 2012 income and I need to file an amended return? Or will it just get included into 2013 and I don't need to worry about it?
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