The taxpayer must provide documentation that they are eligible for the distribution.Mark for follow upQuestion...
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The taxpayer must provide documentation that they are eligible for the distribution.
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In which of the following scenarios was a proper Section ?direct trusteototrustee rollover made?
Noah was born in ?His parents Kim and Steve opened a ?plan for him in ?Currenbly, there is $ ?Upon turning ?Noah has decided not to attend college and is pursuing a career as a professional gamer, In ?oves $ ?of the funds into a Roth IRA for Noah.
?Noveah attended college for two years, but then decided to drop out of school permanently. She has ?plan, which was set up in ?by her aunt, Kate. In ?Kate rolled over the entire $ ?into a Roth IRA for
Rae and Barry set up a ?plan for their grandson Hunter in ?when he was four years old. Hunter decide collige. There was $ ?left in the account. In ?Rae and Barry rolled over $ ?in a Roth IRA for Hunter
?In ?Ted and Robin contributed $ ?to a ?plan they opened for their son Luke ?In ?Luke d permanently, Ted and Robin rolled over the $ ?to a Roth IRA for Luke.
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