Nassau Posted March 31, 2011 Posted March 31, 2011 Does a participant who is not an owner have to take an RMD if their spouse is a 5% owner? Please provide the Code and/or Regulation where this information can be found.
Guest Sieve Posted March 31, 2011 Posted March 31, 2011 Yes. Stock attribution from one spouse to another.
PensionPro Posted March 31, 2011 Posted March 31, 2011 §1.401(a)(9) refers you to IRC §416 which refers you to IRC §318 which deals with stock ownership, attribution, etc. PensionPro, CPC, TGPC
Recommended Posts
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 accountSign in
Already have an account? Sign in here.
Sign In Now