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Full Version: pass thru divs can't be rolled over ?
BenefitsLink Message Boards > Retirement Plans > Employee Stock Ownership Plans (ESOPs)
anne1
Is it true that dividends passed through a qualified plan are no longer qualified or eligible for rollover to another qualified plan?
QDROphile
What do you mean "no longer"? See Q&A 4 of Treas. Reg. section 1.402©-2, in effect for a number of years now.
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