John A Posted January 6, 2000 Posted January 6, 2000 If a participant has a required beginning date of April 1, 2000, but receives a lump sum on February 29, 2000, is any portion of the lump sum a required minimum distribution?
Guest DavidB Posted January 6, 2000 Posted January 6, 2000 Yes. His 70 1/2 distribution must come out of the distribution and not be rolled over.
Guest DavidB Posted January 6, 2000 Posted January 6, 2000 Yes. His 70 1/2 distribution must come out of the distribution and not be rolled over.
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