rnaravane
Returning Member

Get your taxes done using TurboTax

Thanks for the reply. I followed the link and item # 8 on the page says this:

If desired, ask the IRS to make a determination about the plan's qualification status at termination by filing a determination letter request

Mine is an individual 401K plan and I am the only participant. If I roll over the money to another qualified plan, do I even need a determination about the plan's qualification status?