https://ttlc.intuit.com/community/retirement/discussion/esop-plan-termination/01/161870#M13045 <P>My company had an ESOP but was purchased by another company. The ESOP was frozen, then terminated. When the plan was terminated, we were offered to roll it over or take a lump sum distribution minus 20%. What tax form will this be shown on and how much additional will I have to withhold?<BR /></P> Sat, 01 Jun 2019 12:11:47 GMT jdelgado0912 2019-06-01T12:11:47Z https://ttlc.intuit.com/community/retirement/discussion/esop-plan-termination/01/161870#M13045 <P>My company had an ESOP but was purchased by another company. The ESOP was frozen, then terminated. When the plan was terminated, we were offered to roll it over or take a lump sum distribution minus 20%. What tax form will this be shown on and how much additional will I have to withhold?<BR /></P> Sat, 01 Jun 2019 12:11:47 GMT https://ttlc.intuit.com/community/retirement/discussion/esop-plan-termination/01/161870#M13045 jdelgado0912 2019-06-01T12:11:47Z https://ttlc.intuit.com/community/retirement/discussion/you-will-receive-a-1099-r-if-you-did-not-roll-it-over-i/01/161872#M13046 <P>You will receive a 1099-R.&nbsp; If you did not roll it over into a qualified account, the total will be added to your income to determine how much tax you owe. <BR /></P> Sat, 01 Jun 2019 12:11:49 GMT https://ttlc.intuit.com/community/retirement/discussion/you-will-receive-a-1099-r-if-you-did-not-roll-it-over-i/01/161872#M13046 MaryK1 2019-06-01T12:11:49Z