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Showing content with the highest reputation on 03/28/2014 in Posts
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Does the plan say you get in on the first Entry Date following completion of the one YOS, or the first Entry Date following or coinciding with the completion of one YOS? The answer to that question will answer your question.1 point
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first RMD TAX YEAR????
Bill Presson reacted to Belgarath for a topic
The "tax" year for 1099 purposes would be 2014. No way to tell from the information if this RMD is for the "distribution calendar year" 2013, or "distribution calendar year" 2014. For 1099 purposes it is immaterial, but for the actual RMD calculation it makes a difference. Odds are good that this is for the 2013 "distribution calendar year" and that a second RMD, for "distribution calendar year" 2014 will need to be taken by 12/31/14.1 point
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