Discussion:Notice 2009-82 (RMD)

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Discussion Forum Index --> Consumer Questions --> Notice 2009-82 (RMD)

Kym (talk|edits) said:

2 November 2009
My understanding of the Notice 2009-82 is: any tax payer who took the RMD in 2009 has a chance to rollover the distribution back to their IRA/401K/403K account by 11/30/09 without penalty.

Brokers say, a non-spouse beneficially is the exception of this benefit and he/she can NOT put the distribution back to his/her retirement account. Does the Notice 2009-82 exclude non-spouse beneficially???

R2 (talk|edits) said:

2 November 2009
The Notice merely extends the end of the 60-day rollover period to 11-30-09. Non-spouse beneficiaries are not entitled to a 60-day rollover period, and accordingly, will receive no extension.

Kym (talk|edits) said:

2 November 2009
R2:

Thank you VERY much.

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