Retirement tax questions


@dmertz wrote:

Nondiscrimination testing takes into account all participants in the plan to make sure that some participants are not disproportionally benefiting from their participation the plan.  If the plan fails the testing, lower elective deferral limits apply.


If the plans fault, shouldn't the 1099-R have a code E?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**