topic Are pass through dividends from a 401K company stock plan considered regular payments or not? in Get your taxes done using TurboTax

Are pass through dividends from a 401K company stock plan considered regular payments or not?

leftyellow — Sat, 01 Jun 2019 18:03:09 GMT

I'm not sure what you mean by "pass-through dividends."...

dmertz — Sat, 01 Jun 2019 18:03:11 GMT

I'm not sure what you mean by "pass-through dividends." Are you asking about distributions paid to you form company stock held in your company retirement account, reported with code U in box 7 of a Form 1099-R? No these are not regular distributions. Code U distributions are ESOP dividend distributions which are not subject to early-distribution penalty and are not eligible for rollover. If you are subject to RMDs, code U distributions do not satisfy any part of your RMD.

These are Code U in box 7 distributions, and if I underst...

leftyellow — Sat, 01 Jun 2019 18:03:14 GMT

These are Code U in box 7 distributions, and if I understand your comment, they are not considered regular distributions. Thank you thank you for your timely response.

Answered in the comments.

dmertz — Sat, 01 Jun 2019 18:03:15 GMT

Answered in the comments.