sjrcpa
Level 15

"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.
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