https://ttlc.intuit.com/community/retirement/discussion/sepp-calculation-and-documentation/01/3080496#M203183 <P>I am planning on taking SEPP distributions from my 401k plan.&nbsp; The plan administer does not assist with the calculation of the distribution amount.&nbsp; They merely ask for me to complete the form with the amount to be distributed on a monthly basis.&nbsp; So, I am assuming that I need to maintain a record or document of how I calculated the amount of my distribution.&nbsp; Is there any IRS guidance for requirements or best practice for calculating and documenting this calculation?</P> Tue, 24 Feb 2026 06:51:22 GMT emel1 2026-02-24T06:51:22Z https://ttlc.intuit.com/community/retirement/discussion/sepp-calculation-and-documentation/01/3080496#M203183 <P>I am planning on taking SEPP distributions from my 401k plan.&nbsp; The plan administer does not assist with the calculation of the distribution amount.&nbsp; They merely ask for me to complete the form with the amount to be distributed on a monthly basis.&nbsp; So, I am assuming that I need to maintain a record or document of how I calculated the amount of my distribution.&nbsp; Is there any IRS guidance for requirements or best practice for calculating and documenting this calculation?</P> Tue, 24 Feb 2026 06:51:22 GMT https://ttlc.intuit.com/community/retirement/discussion/sepp-calculation-and-documentation/01/3080496#M203183 emel1 2026-02-24T06:51:22Z https://ttlc.intuit.com/community/retirement/discussion/re-sepp-calculation-and-documentation/01/3080506#M203184 <P>Hi&nbsp;<a href="https://ttlc.intuit.com/community/user/viewprofilepage/user-id/5328344">@emel1</a>&nbsp;and thanks for a great question.&nbsp;</P> <P>&nbsp;</P> <P>You may want to review this <A href="https://www.irs.gov/retirement-plans/substantially-equal-periodic-payments" target="_self">IRS resource</A> which sets out the methods you can use to calculate your payments. It's a bit technical, but so is the topic. Hopefully it will prove to be useful.</P> Wed, 26 Jul 2023 22:07:51 GMT https://ttlc.intuit.com/community/retirement/discussion/re-sepp-calculation-and-documentation/01/3080506#M203184 NateTheGrEAt 2023-07-26T22:07:51Z