plan disbursement
I have a client who’s 401k failed its testing and she received a check for her Roth contribution. The distribution code 1=8 and distribution code 2= B. Can she deposit this into her existing Roth as a rollover under the 60 days from distribution date. If not will she be subject to a 10% penalty, she is under 59.5. Thanks
Permalink Submitted by David Mertz on Fri, 2023-03-17 13:44