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Guest Netminder
Posted

Hello--Does anyone know where I can get an updated reference chart of all the distribution codes? I'm trying to ensure I use the right ones. Thank you.

Posted

Are you referring to the codes found on page 9 of the 1099 instructions?

http://www.irs.gov/pub/irs-pdf/i1099r.pdf

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Guest Netminder
Posted

Yes yes yes. This is perfect. Thank you.

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