About ivatan

Level 1

Member profile

Latest badges earned

Replies
Posts

Solved Re: I take it that you took your distribution "in kind" - sto...

Thank you,@TomYoung!After I posted my inquiry to you yesterday, I found your other earlier posts to people in the same sittuation as I do and after getting a li...

ivatan

Updated Apr 08, 2022
Solved Re: I take it that you took your distribution "in kind" - sto...

@TomYoung@RobertB4444Can you help me out? I received a single stock certificate from my ESOP distribution when I left my former employer. I deposited the stock ...

ivatan

2

Updated Apr 08, 2022
Re: 1099-R received from unpaid 401k loan balance

Thank you,@Opus 17and@dmertz!I have just sent an email to my former employer's 401k plan administrator and requested the distribution code be changed to "M". I ...

ivatan

2

Updated Mar 31, 2022
Solved Re: 1099-R box 7 incorrect coding on 401k loan plan offset

Hello@daman100169I find myself in the same situation as you are. The distribution code on my 1099-R for my defaulted 401k loan balance after I left my former em...

ivatan

1

Updated Mar 31, 2022
Re: 1099-R received from unpaid 401k loan balance

I found the IRS webpage that explains this. It looks like I can do theplan loan offset amount rollover is the distribution code (box 7) of my 1099-R shows "M". ...

ivatan

5

Updated Mar 31, 2022

Membership stats

Public Statistics

Date Registered	‎March 30, 2022 2:53 PM
Date Last Visited	‎April 8, 2022 12:35 PM
Total Messages Posted	10

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.