aomm
New Member

Retirement tax questions

Wanted to say thanks for this link, as it was exactly what I was looking for. So the lump sum pension rollover, in the year that a minimum distribution is required, is to have the amount calculated in one of two ways, as spelled out in that link. Not easy to find the answer on irs.gov, but that Cornell link goes right to the code of federal regulations. Again, thanks, @dmertz There was some coding issue in the link in the original post, so maybe this will work better for folks: www.law.cornell.edu/cfr/text/26/1.401(a)(9)-6