Guest Posted October 30, 2024 Posted October 30, 2024 Sometimes we have instances where, due to delayed reporting by an employer, additional contributions are reported after a member has refunded their account. In a case where a member refunds prior to reaching RMD age but the second, supplemental refund is paid at or after they reach RMD age, would regular RMD calculations apply to that second distribution?
justanotheradmin Posted October 30, 2024 Posted October 30, 2024 What do you mean by 'supplemental refund' ? Are you asking about a pension plan? 401(k) plan? something else? Are you asking what happens when a person has a zero account balance due to distribution, and then receives an additional contribution? More specificity is needed to understand your question. Bill Presson 1 I'm a stranger on the internet. Nothing I write is tax or legal advice. I'd like a witty saying here, but I don't have any. When in doubt, what does the plan document say?
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