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Found 2 results

  1. does anyone have experience with 1099R coding when old post-tax contributions are cashed out of a qualified retirement plan? I have always been under the impression that there is no code and leave Box 7 blank, adding the post-tax contribution amount in Box 5, and the taxable field would be 0.00. any push back on this? I have submitted several 1099Rs to the IRS over the years like this. now being questioned that there should be a code in Box 7. thanks!
  2. We recently received a census from a client where she indicated that all terminated employees separated from service. No deaths, no disabilities, no retirement. She reconfirmed this by phone. At least in her mind, nobody was retired. However, one person who quit fit the parameters to be considered "retired". He is well over age 65 and had 5 years of service. Our computer software is picking him up as retired instead of just separated from service. In this plan, he will be eligible for a match and a profit sharing contribution he would not otherwise have received. Does it make any difference that the employer considers him to be a person who merely quit? Is it correct that once a person has satisfied the age 65 and 5 years of service this plan requires, and he leaves, he is retired, regardless of the circumstances when he terminated employment? Thanks as always for any help here.
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