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  1. legort69
    An RMD eligible 5% owner participant has a 401k balance 12/31/2016. July 2017 - They rollover their balance to their IRA . Sept 2017 - They make a lump sum contribution to the plan . Dec 2017 - We force out RMD from the balance created by the contribution. Participant adamantly stated that they took the RMD from the IRA rollover and that we were not supposed to force his RMD. Any support to the rules would be greatly appreciated. I will need something to cite.
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