ivatan
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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...
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@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 ...
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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 ...
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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...
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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". ...
Activity Feed for ivatan
- Posted Re: I take it that you took your distribution "in kind" - sto... on Retirement tax questions. April 5, 2022 8:05 AM
- Posted Re: I take it that you took your distribution "in kind" - sto... on Retirement tax questions. April 4, 2022 5:12 PM
- Posted My ESOP's 1099-R reports total value of stock shares issued but I only sold some of it and shown on my personal brokerage acct's 1099-B on Retirement tax questions. March 31, 2022 12:30 PM
- Cheered Re: 1099-R received from unpaid 401k loan balance for Opus 17. March 31, 2022 11:42 AM
- Posted Re: 1099-R received from unpaid 401k loan balance on Retirement tax questions. March 31, 2022 10:42 AM
- Posted Re: 1099-R box 7 incorrect coding on 401k loan plan offset on Retirement tax questions. March 30, 2022 9:26 PM
- Posted Re: 1099-R received from unpaid 401k loan balance on Retirement tax questions. March 30, 2022 5:06 PM
- Posted Re: 1099-R received from unpaid 401k loan balance on Retirement tax questions. March 30, 2022 3:56 PM
- Posted 1099-R received from unpaid 401k loan balance on Retirement tax questions. March 30, 2022 3:23 PM
- Posted Re: I take it that you took your distribution "in kind" - sto... on Retirement tax questions. March 30, 2022 3:15 PM