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Technical topics regarding tax preparation.
Unclaimed property distr allowed as self-certified rollover
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Joan TB
  • Joan TB
  • Posts: 1909
  • Joined: 21-Apr-2014 9:08am
  • Location: Texas

22-Oct-2020 2:07pm

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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