Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your IRA during the active duty period are not subject to the 10 percent early distribution penalty tax.
Appears in 63 contracts
Samples: Individual Retirement Custodial Account Agreement, Customer Account Agreement, Individual Retirement Custodial Account Agreement
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your IRA during the active duty period are not subject to the 10 percent early distribution penalty tax. You must file IRS Form 5329 along with your income tax return to the IRS to report and remit any additional taxes or to claim a penalty tax exception.
Appears in 28 contracts
Samples: Ira Kit Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your SIMPLE IRA during the active duty period are not subject to the 10 percent early distribution penalty tax.
Appears in 15 contracts
Samples: Simple Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement, Simple Ira Account Application
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your SIMPLE IRA during the active duty period are not subject to the 10 percent early distribution penalty tax. You must file IRS Form 5329 along with your income tax return to the IRS to report and remit any additional taxes or to claim a penalty tax exception.
Appears in 11 contracts
Samples: Simple Ira Adoption Agreement, Wealth Management Agreement, Simple Individual Retirement Custodial Account Agreement
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your IRA during the active duty period are not subject to the 10 percent early distribution penalty tax.the
Appears in 7 contracts
Samples: Individual Retirement Account Custodial Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Custodial Account Agreement
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your IRA during the active duty period are not subject to the 10 percent early distribution penalty tax.not
Appears in 4 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your Traditional IRA during the active duty period are not subject to the 10 percent early distribution penalty tax.period.1
Appears in 3 contracts
Samples: Inherited Ira Application and Adoption Agreement, Inherited Ira Application and Adoption Agreement, Inherited Ira Application and Adoption Agreement
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your IRA during the active duty period are not subject to the 10 percent early distribution penalty tax.. You must file IRS Form 5329 along with your income tax return to the IRS to report and remit any additional taxes or to claim a penalty tax exception. EXT-KM-MDPMGI-00 0815 | 8
Appears in 1 contract
Qualified Reservist Distributions. If you are a qualified reservist member called to active duty for more than 179 days or an indefinite period, the payments you take from your IRA during the active duty period are not subject to the 10 percent 10% early distribution withdrawal penalty tax.
Appears in 1 contract
Samples: Client Relationship Agreement
