Ruth's 1099-R came from a different administrator than the previous year, is this considered a new distribution or the one from the previous year?

posted

Connect with an expert

1 Best answer

Accepted Solutions

Because there is a different administrator, if the EIN number is different (it should be) it is considered a new distribution.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

1 Reply

Because there is a different administrator, if the EIN number is different (it should be) it is considered a new distribution.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Still have questions?

Do you have an Intuit account?