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Unfortunately, I do not see where the information I may receive will be much help to me. Do not process any charges on my American Express card.
The year I should have ask for your tax information should have been 2009 not 2007, sorry. If you took a loan from your 401K Plan and do not repaid the loan the amount received will be treated as a taxable distribution. You will receive Form 1099R by February 1, 2010 to report the taxable amount of the loan if you do not repaid the loan. There will also be a 10% early withdrawal penalty on the amount reported on the Form 1099R. You can file an exception to the 10% penalty for early withdrawal because of your disability. File IRS Form 5329, www.irs.gov/pub/irs-pdf/f5239.pdf, with your tax return.