DAY PERIOD. The Secretary of the Treasury in a SIMPLE IRA, you may roll over amounts from a SIMPLE your distributions. IRS Form 8606, Nondeductible IRAs, has been IRA, an eligible retirement plan or an IRA into a SIMPLE IRA. specifically designed to calculate this proportionate return. You must may extend the 60-day period for completing rollovers in certain situations such as casualty, disaster, or other events beyond the reasonable control of the individual who is subject to the 60-day period. The IRS also provides for a self-certification procedure for these circumstances and attach it to your tax return for that year to validate the taxable portion of your SIMPLE IRA distributions reported for that year.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
DAY PERIOD. The Secretary of the Treasury in a SIMPLE IRAXXX, you may roll over amounts from a SIMPLE your distributions. IRS Form 8606, Nondeductible IRAs, has been IRAXXX, an eligible retirement plan or an IRA XXX into a SIMPLE IRAXXX. specifically designed to calculate this proportionate return. You must may extend the 60-day period for completing rollovers in certain situations such as casualty, disaster, or other events beyond the reasonable control of the individual who is subject to the 60-day period. The IRS also provides for a self-certification procedure for these circumstances and attach it to your tax return for that year to validate the taxable portion of your SIMPLE IRA XXX distributions reported for that year.
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement