ag780
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An employee's annuity was excluded from the plan assets on the 2009 Schedule I pursuant to FAB 2009-02. The employee is rehired in 2010. How would you add the account back into the plan's assets on the Schedule I? Our guess is 2c, Other Income. Anyone else encounter this scenario?
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Oops. Distribution from dead husband's account in a qualified retirement plan.
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A spouse is receiving RMDs as the beneficiary. Who gets the 1099 and what would the code be? Dead guy - Code 4? Dead guy - Code 7? Wife - Code 7? Wife - Code 4? I've been stuck on these scenarios for years and haven't gotten a solid answer out of anyone :\ Just a lot of shrugs and guesses.