- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
From what I can see is the employer who has the loan default needs to be either paid off OR be informed of where the amount was rolled so they can issue the 1099-R with the correct code in box 7 ... this is nothing the TT program needs to handle. I would do it this year so you the form is issued correctly ... contact them to see what needs to happen to make this easiest on everyone.
‎December 10, 2019
4:37 PM