austin3515 Posted June 30, 2011 Posted June 30, 2011 What do I do??? Does withholding apply? There;'s really no elections, because the truist can't roill it over?? Never had this happen before... Austin Powers, CPA, QPA, ERPA
david rigby Posted June 30, 2011 Posted June 30, 2011 Helpful? http://benefitslink.com/boards/index.php?showtopic=47756 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
austin3515 Posted June 30, 2011 Author Posted June 30, 2011 Very much so, thank you. I like the idea of the W-4P in this situation. I would still love a write-up from someone regarding how to handle this, if such a write-up exists.. Austin Powers, CPA, QPA, ERPA
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