ac Posted July 20, 2011 Posted July 20, 2011 Plan year is 8/1 - 7/31. Paying a lump sum on 7/31/2011 during the plan year beginning 8/1/10 - 7/31/11. Under 417e, do we use the 2010 applicable mortality table or the 2011 applicable mortality table?
Andy the Actuary Posted July 20, 2011 Posted July 20, 2011 see the following PPA_notice2008_85_9_30_2008.pdf The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
ac Posted July 20, 2011 Author Posted July 20, 2011 OK, it appears to me that the 2010 applicable mortality table should be used since the stability period (8/1/10 - 7/31/11) in which the distribution will occur commenced during the 2010 calendar year.
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