Jean Posted March 8, 2006 Posted March 8, 2006 If an eligible plan expense is paid from Roth 401(k) contributions / earnings, would the basis recovery rule apply?
WDIK Posted March 9, 2006 Posted March 9, 2006 Isn't an eligible plan expense paid from trust assets just that, an expense rather than a distribution (whether qualified or not), which is allocated with the other gains and losses to determine a participant's account balance? ...but then again, What Do I Know?
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