mjmckee081
Returning Member

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.