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Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H


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An default that is a deemed distribution (not an offset) goes on 2g. An offset is an actual distribution and goes on 2e1.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

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