lay (62) brings a Form 1099-R to his tax appointment. The form shows a code...

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Accounting

lay (62) brings a Form 1099-R to his tax appointment. The form shows a code T in box 7. Which of the following must be determined during the tax interview?
Whether the account is the result of a rollover or conversion.
Whether the IRA is a spousal IRA.
If the distribution was directly transferred from one plan to another or to an IRA.
If the five-year holding period was met.

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