Guest PGross Posted February 7, 2001 Posted February 7, 2001 On Schedule R - We are counting distributions for lump sums, rollovers, and residual distributions only. Is this correct? Should we be counting hardships too?
mming Posted February 7, 2001 Posted February 7, 2001 I believe Schedule R is meant for the reporting of all types of distributions including those for hardships.
wmyer Posted February 8, 2001 Posted February 8, 2001 Yes, you should include hardship withdrawals. However, you should not include loans or corrective distributions (e.g. 415 excess contributions). W Myer
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