davef Posted September 11, 2003 Posted September 11, 2003 When reporting a distribution to an alternate payee under a nongovernmental 457(b) plan, do you use Form 1099-R or W-2? The instructions to Form 1099-R discuss the reporting for distributions to participants (W-2) and beneficiaries (1099-R), but are silent as to alternate payees. Any help would be appreciated.
Ron Snyder Posted September 18, 2003 Posted September 18, 2003 I believe that the answer would turn on whether the alternate payee is receiving benefits of a participant or of a beneficiary.
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