Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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SPARK Institute Request for IRS Guidance on Tax Reporting for Qualified Roth Distributions (PDF)
SPARK Institute [Opinion] Feb. 25, 2011
According to the 2011 Instructions for Forms 1099-R and 5498, code B is now to be used to indicate any distribution from a designated Rothaccount, regardless of qualification status. Our members are uncertain about how the reporting is to be accomplished.
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