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1099R code for age 59 1/2


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Guest jvandyke
Posted

We have a participant taking an in-service distribution. He will be 59 1/2 in one month.

Question: Do we code the 1099R according to his age at time of distribution, or do we code it for his age that he will be at calendar year end?

Thanks!

Guest jvandyke
Posted
At the time of the distribution.

That's what I thought. Thanks!!!

Yeah Baby Yeah!! :rolleyes:

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