Dazednconfused Posted November 11, 2010 Posted November 11, 2010 Plan has a 8/31/10 year end valuation yearly, for the 2010 rmd which account balance would I use, the 8/31/09 or the most recent 8/31/10? Thanks
Lou S. Posted November 11, 2010 Posted November 11, 2010 See §1.401(a)(9)-5, Q&A 3 You'd use 8/31/09 adjusted for contributions and distributions through 12/31/09.
Dazednconfused Posted November 11, 2010 Author Posted November 11, 2010 Thanks! I was somewhat afraid of that Just found the reg too.. ugh! thanks again.
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