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402(f) Notice Not Needed with RMD Paperwork?
BenefitsLink Message BoardsLink to more items from this source
June 2, 2021

"We always provided the 402f notice with RMD paperwork just to be on the safe side, but I stumbled upon this article that suggests that Notice 2020-62 clarifies that this is not necessary. I can see why it wouldn't be, but I'm just being overly-cautious. Any thoughts?"

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