Pension RC Posted January 8, 2014 Posted January 8, 2014 Does anyone know if a 1099 is required for the transfer of surplus assets from a terminating DB plan to a qualifying replacement plan? Any help would be appreciated!
masteff Posted January 8, 2014 Posted January 8, 2014 Which type of 1099? I'd say no on a 1099-MISC as it either a) is not paid in the course of trade or business or b) is paid to a tax-exempt entity. Off the top of my head, can't think of any other 1099 flavor that might apply. Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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