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Ok - I will try to fill that out today - that seems easier than the W4 but I'll have to wait to get our last paychecks today since we need that information. Thanks!

Unfortunately Person B can't put more into the 401k because they are considered a highly compensated employee and not enough people contribute at work so we're always out of compliance and I may even get money back from it for 2009. :(

We will definitely increase Person A's contributions to the max though as there isn't this problem at that job.

Thanks & hopefully I can get the information and run the calculation tonight!

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