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Showing content with the highest reputation on 10/02/2018 in all forums
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Refund of loan principal overpayment
Mike Preston reacted to Kristina for a topic
You do realize that the IRS can connect the dots from the distributions reported on the 5500 series and the 1099Rs filed for the plan year. A proper reconciliation of the assets could contain a proper explanation of the refund. A return of a mistake in fact is NOT a distribution.1 point
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