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Unclaimed property distr allowed as self-certified rollover

Technical topics regarding tax preparation.
#1
Joan TB  
Posts:
1420
Joined:
21-Apr-2014 9:08am
Location:
Texas
Rev Proc 2020-46:

1) TP can self-certify for the rollover
2) Apparently the particular state will be issuing Form 1099-R and the payment is subject to withholding.

https://www.thetaxadviser.com/news/2020/oct/60-day-rollover-state-unclaimed-property.html?utm_source=mnl:taxinsider&utm_medium=email&utm_campaign=22Oct2020&SubscriberID=124900879&SendID=317506
 

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