Pension RC Posted January 8, 2014 Report Share Posted January 8, 2014 Does anyone know if a 1099 is required for the transfer of surplus assets from a terminating DB plan to a qualifying replacement plan? Any help would be appreciated! Link to comment Share on other sites More sharing options...
masteff Posted January 8, 2014 Report Share Posted January 8, 2014 Which type of 1099? I'd say no on a 1099-MISC as it either a) is not paid in the course of trade or business or b) is paid to a tax-exempt entity. Off the top of my head, can't think of any other 1099 flavor that might apply. Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra Link to comment Share on other sites More sharing options...
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