IRS Phone Forum on Participant Loans

The IRS will hold a free phone forum on participant loans on September 12, 2011.

Document Excerpt

The presentation on participant loans will include the treatment of loans as distributions under IRC §72(p), their taxability, and their relationship with IRC §4975. Frequent issues noted on participant loans and how to correct them will also be discussed. Presenters will be David Boyd, Manager EP Mandatory Review,and Kathleen Wack, Employee Plans Revenue Agent. Attendees are encouraged to submit questions in advance at on or before September 6, 2011.


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