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Posted

If a partner loans money to an ESOP, is the loan interest paid by the ESOP reported on a 1099-R or a 1099-INT?

Posted

Sorry, I meant to say shareholder, not partner. It's a C corp.

Posted

Form 1099R is used to report benfit distributions from retirement plans....so it is NOT to be used for payments of interest by an ESOP to a lender.

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