BenefitsLink Message Boards > 1099R for post tax deferral distribution

Full Version: 1099R for post tax deferral distribution

BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs

vtuhan

Jan 11 2005, 04:29 AM

Do we need to prepare the 1099R for the participant whose distribution includes his post tax contributions only and not any pre tax contributions?

JanetM

Jan 11 2005, 09:50 AM

Are there any earnings that are taxable? Am thinking that any distribution from plan needs to be on 1099R, even if nontaxable. But an at a loss to find a cite for you.

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