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<< I was 70 and1/2 in Nov. 1999. I chose to delay my required distribution from my 403b and ira until 2000(prioor to 4/1). I will be transferring my 403b(retired 2/1/00) to an ira and want to know if I am required to take a distribution from the 403b since it will not exsist after the transfer?
I am taking a min. distribution from the ira based on the 12/31/99 value so the additional $'s from 403b should not affect that calculation. >>

I'm no 403(b) expert, so I hope you get a more definitive answer, but I suspect that 12/31/1999 was the determining date for both minimum distributions, and you must take both.

One thing I am sure about that I want to remind you of is that the distribution you're taking by 4/1/2000 is for 1999, a year you were required to take a distribution. You are required to take another distribution for 2000 by 12/31/2000.

Phil Marti
Tax Preparer
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