sjrcpa
Level 15
03-26-2023
06:12 PM
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"corporate-owned nonqualified, 401(k), Pension, Keogh, 457(b), or 501(c)(3) not-for-profit entity-owned contracts"
Not sure what a corporate owned nonqualified Keogh contract would be.
Where was the Keogh account held? Is it properly titled? I'm pretty sure somebody was supposed to issue a 1099-R.
Even if you don't have one, enter it as a pension distribution.
BTW-What is the source of that research?
The more I know the more I don’t know.