Jump to content

Leaderboard

Popular Content

Showing content with the highest reputation on 03/18/2016 in all forums

  1. My understanding is that it is does create an RMD for the year of termination, and the RMD amount, which was part of the rollover, is then not eligible for rollover. The participant asks the rollover receiving account to return the RMD amount to the participant, or (if I correctly recall early threads on this topic) if there is still enough remaining in the participant's plan account, it could be distributed to the participant in cash from the plan to cover the RMD for the year the participant terminated.
    1 point
  2. This is like a scholar citing his prior works to show how often his works are cited!
    1 point
  3. I have seen IRS auditors go by the check cut date which would be 3/16/16 based on your scenario.
    1 point
  4. I (still) say no. There was an old thread on this and somebody named Bird had a convincing argument; last word and no rebuttals.
    1 point
This leaderboard is set to New York/GMT-05:00
×
×
  • Create New...

Important Information

Terms of Use