JAS76 Posted September 3, 2020 Share Posted September 3, 2020 Small payout to a beneficiary. No other assets distributed to this beneficiary before or after. $416.23 gross amount in pretax Code 4 monies $425.03 gross Roth Code 4B monies of which $329.75 is basis ($85.28 in Roth earnings) What's the mandatory withholding? Don't read anything fancy into the situation. It's just a basic, non-CARES Act related payout to a beneficiary. Let me know if I've left out a pertinent fact, though. Thanks. Link to comment Share on other sites More sharing options...
JOH Posted September 9, 2020 Share Posted September 9, 2020 Depends- since the PPT is deceased, if the Designated Roth has satisfied the 5 year rule than nothing but if it hasn't satisfied the 5 year rule, then the earning are subject to withholding rules. Link to comment Share on other sites More sharing options...
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