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Killeen Texas Form 4562: What You Should Know

Not a tax advisor; only an explanation in. Pdf.) A non-qualifying Roth IRA may be required to be rolled over to a traditional IRA, by the same rules that govern the rollovers of other rollover distributions. “ The plan's original qualified plan year immediately after its establishment must be the one in which the distribution or rollover was made and in which the qualified contributions were made, except that the plan year immediately prior to the plan year when the distribution or rollover was made or before the plan year in which the qualified contributions were made need not be a qualifying plan year,” says the IRS Dec 31, 2024 — The IRS may require a more detailed report. A more detailed return (including DRS, QNE Cs, and Schedule B) is generally required for rollovers and other eligible rollovers. “Any rollover of any amount of an excess contribution to the plan into any qualified retirement plan is treated as qualified distribution of the balance of the excess contribution.

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