Frustrated-in-I L
Level 9
03-21-2024
07:35 PM
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@sjrcpa said:
But shouldn't a VEBA payout be on a 1099-R?
Good question. I don't know the answer to that. And I am getting the feeling the administrator doesn't either.
Would the withdrawal of funds used for retiree medical be on a 1099R? More to the point in my case, would in effect a return of an excess contribution to a VEBA be on a 1099R?