Jump to content

Search the Community

Showing results for tags 'Correction of duplicate RMD'.

  • Search By Tags

    Type tags separated by commas.

  • Search By Author

Content Type


Forums (Message Boards)

  • Retirement Plans
    • 401(k) Plans
    • Defined Benefit Plans, Including Cash Balance
    • Retirement Plans in General
    • Distributions and Loans, Other than QDROs
    • IRAs and Roth IRAs
    • 403(b) Plans, Accounts or Annuities
    • Cross-Tested Plans
    • Correction of Plan Defects
    • SEP, SARSEP and SIMPLE Plans
    • Qualified Domestic Relations Orders (QDROs)
    • Employee Stock Ownership Plans (ESOPs)
    • Plan Terminations
    • Governmental Plans
    • Plan Document Amendments
    • 457 Plans
    • Investment Issues (Including Self-Directed)
    • Operating a TPA or Consulting Firm
    • Estate Planning Aspects of IRAs and Retirement Plans
    • Continuing Professional Education
    • ERPA (Enrolled Retirement Plan Agent)
  • Issues Spanning Multiple Types of Plans
    • Form 5500
    • Communication and Disclosure to Participants
    • Litigation and Claims
    • Church Plans
    • Securities Law Aspects of Employee Benefit Plans
    • Mergers and Acquisitions
    • Multiemployer Plans
    • International, Expat Benefits
    • Miscellaneous Kinds of Benefits
  • Health & Welfare Plans
    • Cafeteria Plans
    • Health Plans (Including ACA, COBRA, HIPAA)
    • Health Savings Accounts (HSAs)
    • VEBAs
    • Other Kinds of Welfare Benefit Plans
  • Executive Comp; Section 409A
    • 409A Issues
    • Nonqualified Deferred Compensation
  • Miscellany
    • Using the Message Boards (a.k.a. Forums)
    • Employee Benefits Job Opportunities
    • Humor, Inspiration, Miscellaneous
    • Computers and Other Technology
  • User Groups (Unofficial)
    • ftwilliam.com
    • Relius Administration

Find results in...

Find results that contain...


Date Created

  • Start

    End

Last Updated

  • Start

    End

Filter by number of...

Joined

  • Start

    End

Group

Website URL

Interests

Found 1 result

  1. Guest
    Can a duplicate RMD in a 401(k) that was issued in 2013 be corrected or reversed in 2014? We had an issue where the Participant had taken a RMD in 2013, then the custodian had also issued an RMD in 2013 for the Participant. The custodian is saying that they cannot reverse the duplicate entry because it is now 2014 and the error happened in 2013 and they cannot cross tax years. Any thoughts or ideas about correcting this? Thanks : )
×
×
  • Create New...

Important Information

Terms of Use

  I accept