mattmc82 Posted April 6, 2020 Share Posted April 6, 2020 so it is clear that the 402f notice is not required. What about something stating 10% is default withholding (unless chosen otherwise) and the repayment period and the stretch taxes and all that jazz? seems like it should be required, but is it in notice form? Link to comment Share on other sites More sharing options...
C. B. Zeller Posted April 6, 2020 Share Posted April 6, 2020 It sure is. 3405(e)(10) applies. You can use Form W-4P or a substitute. mattmc82 1 Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance. Corey B. Zeller, MSEA, CPC, QPA, QKA Preferred Pension Planning Corp.corey@pppc.co Link to comment Share on other sites More sharing options...
AlbanyConsultant Posted April 8, 2020 Share Posted April 8, 2020 It seems obvious, but I presume this means that there is no 30-day period to be waived... Link to comment Share on other sites More sharing options...
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