
Posted by DM on 3/16/2006, 5:35 pm, in reply to "TEFRA WITHHOLDING?" http://www.washingtonwatchdog.org/documents/cfr/title26/part35.html#35.3405-1 I suggest you contact your broker and ask them about the "withholding". Perhaps it was a mistake. DM
TAX EQUITY and FISCAL RESPONSIBILITY ACT (of 1982) requires an administrator of certain plans to provide for "backup" withholding on distributions.
Is your account set up as an annuity, an employer deferred compensation plan or pension?
Did you make any withdrawals?
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