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2016 Publication 575
Jan 4, 2017 Made after a 5-tax-year period of participation, and 5 a Did you use Form 4972 after 1986 for a previous distribution from your own plan?
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Converting to a Roth IRA - 2010 and Beyond (Slides)
by MA Drossman 2010 1To be considered qualified, a distribution of earnings must meet the following two criteria: the distribution must be made after a 5-year holding period.
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Retirement Plans FAQs Regarding IRAs
Dec 1, 2023 However, you should use Form 8606 to report amounts that you converted from a traditional IRA, a SEP, or Simple IRA to a Roth IRA.
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