The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: K-1 Section 751 statement||Date: 2/25/2009 12:55 PM|
|Author: TMFPMarti||Number: 104698 of 125198|
The following condition requires me to file the 5329:
"You received an early distribution from a qualified retirement plan (other than a Roth IRA) and distribution code 1 is not shown in box 7 of Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc."
Actually, that's an explanation of why the 5329 is not required.
Let's try this the other way around. What code is shown in Box 7 of the 1099-R?
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