Nicholas Pension Consultants
Nova 401(k) Associates
Compensation Strategies Group, Ltd.
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|In Notice 2002-27, IRS Sets Forth New Reporting Requirements for IRA Trustees and Custodians (PDF)|
Internal Revenue Service [IRS]
Apr. 17, 2002
5 pages. Excerpt: If a minimum distribution is required with respect to an IRA for a calendar year and the IRA owner is alive at the beginning of the year, the trustee that held the IRA as of December 31 of the prior year must provide a statement to the IRA owner by January 31 of the calendar year regarding the required minimum distribution ... This requirement is effective beginning with required minimum distributions for 2003 (so that the first reports are due January 31, 2003).
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|