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Retirement tax questions
Thanks again, but no. I asked for "no withholding," but they do not give that as a reason for not issuing a 1099-R . They clearly have in mind a de minimis exception (5-10) for which they assert there is authority. I'm looking in the transition rules of TEFRA (your PL97-248) given the coincidence of dates.
‎February 10, 2020
11:55 AM