Reply To: RMDs from Company Retirement Plans

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#7297
kaneohe
Participant

Thanks for the info, Alan. No w/h on any of these.

On the 3rd case, looks like the 403B plan did retrieve the funds from the bank today………so it sounds like I might need to provide an explanatory statement in addition to the rollover notation. I was hoping that they would just consider it as an error w/ action/recovery considered as a net nothing with no reporting.