CODE M (Qualified Plan Loan Offset - QPLO)

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  • Dude
    Senior Member
    • Dec 2018
    • 361

    #1

    CODE M (Qualified Plan Loan Offset - QPLO)

    Taxpayer stopped paying 403B loan AFTER separation. It seems it should qualify for Code M as a Qualified Plan Loan Offset (and thus subject to rollover) but they insist on Code L. Anyone have experience with this issue?
    "Dude, you are correct" Rapid Robert
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