topic 457 deferred Compensataion plan in Retirement tax questions

457 deferred Compensataion plan

4gabsaccount — Fri, 17 Apr 2020 14:46:20 GMT

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

Re: 457 deferred Compensataion plan

dmertz — Fri, 17 Apr 2020 16:13:26 GMT

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

Re: 457 deferred Compensataion plan

4gabsaccount — Tue, 21 Apr 2020 13:37:49 GMT

No, she will turn 67 this years.

Re: 457 deferred Compensataion plan

dmertz — Tue, 21 Apr 2020 23:49:54 GMT

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.