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 Xxxx XXX during the active duty period are not subject to the 10 percent early distribution penalty tax.
Appears in 35 contracts
Samples: Roth Individual Retirement Account Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Trust 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 Xxxx XXX 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 30 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & 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 Xxxx XXX 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 16 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Ira or Sep Account Application & 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 Xxxx XXX during the active duty period are not subject to the 10 percent early distribution penalty tax.
Appears in 4 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Traditional Ira 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 Xxxx XXX 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 pay- ments you take from your Xxxx XXX during the active duty period are not subject to the 10 percent early distribution penalty tax.
Appears in 3 contracts
Samples: Account Agreement, Account Agreement, 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 Xxxx SIMPLE XXX 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 2 contracts
Samples: Simple Ira Plan Agreement, Simple Ira 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 Xxxx XXX during the active duty period are not subject to the 10 percent 10% early distribution withdrawal penalty tax.
Appears in 2 contracts
Samples: Client Relationship Agreement, Client Relationship 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 Xxxx XXX 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-MDMGI-00 0815 | 8
Appears in 1 contract
