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Under age 59 1/2, Form 1099-r ESOP plan was terminated, reaching benefits leaving employee. Identify this plan & reason why I'm exempt to pay additional tax.
The company was sold my ESOP had an open window of choice to distribute or roll over to an IRA. As I'm completing my 1099-r it's asking me to identify the plan which I'm not sure if this is a qualified plan. What reason is acceptable for no early withdraw penalty do no additional tax would apply.
‎June 1, 2019
3:54 PM