Jump to content

Recommended Posts

Posted

A plan miscalculated the MRD for 1998 and sends the participant a "make up" distribution in 1999 along with the "regular" MRD for 1999. Particpant is seeking waiver of the excise tax for the underpayment in 1998. Should the "make up" MRD be reported on an amended 1099 for 1998 or should both the make up and regular MRD be reported on a 1999 1099.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use