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  1. tuna524
    Hi Everyone, Participant first distribution calendar year was 2015 and wanted the distribution to take place at the end of December for tax purposes. Because of improper information and service provider error, the participant requested the distribution in December and it was processed in January. Although this is permissible because it is before April 1, the participant would like for that distribution to be 2015 income. Does anyone have any experience with a situation like this? I'm leaning towards there being no remedy but wanted other opinions. Thanks!
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