Tax Filing. You are responsible for filing the applicable IRS forms to report certain activities, taxable income and/or penalties associated with your XXX.
Appears in 5 contracts
Samples: Traditional Ira Custodial Account Agreement, Traditional Ira Custodial Account Agreement, Roth Ira Custodial Account Agreement
Tax Filing. You are responsible for filing the applicable IRS forms to report certain activities, taxable income and/or penalties associated with your XXXIRA.
Appears in 5 contracts
Samples: Account Application and Agreement, Account Application and Agreement, Account Application and Agreement
Tax Filing. You are responsible for filing the applicable IRS forms to report certain activities, taxable income and/or penalties associated with your XXX.IRA. See Section 11(a) of the Custodial Agreement for information specific to Form 990-T.
Appears in 2 contracts
Samples: Roth Ira Custodial Account Agreement, Traditional Ira Custodial Account Agreement
Tax Filing. You are responsible for filing the applicable IRS forms to report certain activities, taxable income and/or penalties associated with your SIMPLE XXX.
Appears in 2 contracts
Samples: Simple Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement
Tax Filing. You are responsible for filing the applicable IRS forms to report certain activities, taxable income and/or penalties associated with your XXXSIMPLE IRA.
Appears in 1 contract