Overpayment of QDRO

[msmith]

Calendar Year Plan

During 2012 Plan Year, a Plan overpaid a QDRO

Overpayment, plus associates investment gain returned to the Plan during the 2013 Plan Year

1. Should the overpayment be reported as a Prohibited Transaction on the Schedule H? My feeling is "no" - but the CPA Auditor "thinks" it should.

2. Should the overpayment be classified as a receivable on the Schedule H?

Many thanks!

[QDROphile]

Ask the CPA if the CPA knows the defintion of PT, then ask how it would apply to the circumstances. Maybe the alternate payee is a disqualified person, unlikely though it may be. Even if, I think a mistake can be just a mistake, but I don't have any authority for that.