pjbaer Posted October 25, 2017 Posted October 25, 2017 I have a plan with a 5% owner that has been taking RMD's each year since turning 70.5. The plan also has ADP/ACP testing. This year the plan failed and the 5% owner had to take an excess distribution from the plan. Would this count as a part of his RMD?
ETA Consulting LLC Posted October 25, 2017 Posted October 25, 2017 Nope. Good Luck! pjbaer and Lou S. 1 1 CPC, QPA, QKA, TGPC, ERPA
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