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2009 RMD Can be rolled over and certain deadlines extended

Last Updated October 6, 2011

The IRS issued Notice 2009-82, in which they addressed several issued relating to 2009-RMD amounts. Areas addressed include the following:

  • The fact that certain 2009-RMD amounts can be rolled over
  • The extension of the 60-day rollover period for 2009 RMD amounts
  • The extension of certain election periods for beneficiaries,
  • Relief available for plan sponsors, relating to 2009 RMD matters,
  • Whether the available relief applies to 72(t)/SEPP distributions, and
  • Whether the relief applies to distributions taken by beneficiaries.

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