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Level 2
April 17, 2020
Question

457 deferred Compensataion plan

  • April 17, 2020
  • 1 reply
  • 5 views

My wife retired June 2017 & had a pre tax 457 Deferred Compensation Plan. As of this request, no funds have been disbursed, how is this addressed when we file

1 reply

Level 15
April 17, 2020

Has your wife reached age 70½?  If so, in what year did your wife reach age 70½?

Level 2
April 21, 2020

No, she will turn 67 this years. 

Level 15
April 21, 2020

Then there was no requirement that funds be distributed from the 457(b) in 2019 and, if nothing was distributed in 2019, there is nothing to report.