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Last seen: Nov 19, 2020
You are in rare company, God Bless you
Your clients are fortunate to have you! My CPA doesn't really understand the nuances of a 72t, but was upfront about saying that, and said that he cou...
OK, thank you. Frustrating, because I am relying on the trustee, who has zero liability. They tell me a new 1099 gets issued for anything I do after ...
Y0u make a good point, but I can't get past the concept that the 1099 doesn't show the month of the draw. If the plan does not end until 4/1/2021, and...
I agree it is tricky. Fidelity for example will not shut off the plan even if the calendar says the plan has terminated, it's up to me to tell them "n...
"kirk234 said: On 20 Oct 2021, I believe my SEPP will be complete and I will be free to withdraw from that account as I please." Why cant you take add...
"Yes. But, if you want/need money sooner than 9 monthly payments, you can take them quarterly, or all in January. You just cannot take any more than t...
This is confusing: IRS web site says five full years, which is different than 60 months. According to this info below, from the IRS, it implies the t...
I checked on my first distribution, it was paid to me on 4/1/16 due to the paperwork I submitted in March of that year. I had the following 9 di...
Thank you @dlzallestaxesmsn, this is very helpful! I think what I will do is instruct the custodian sometime this week to not to do the typical $6004...