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Form 1099-R Distribution Codes for Defined Contribution Plans
DWC
[Guidance Overview] Nov. 18, 2024 "Form 1099-R must be sent no later than January 31 following the calendar year of the distribution. [An image] highlights the 1099-R boxes most frequently used -- and their explanations -- for defined contribution plan distributions.... [A] chart provides the distribution codes for Box 7 for defined contribution plan distributions ... If more than two codes apply, two 1099-Rs may be required. " MORE >> |
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