Get the free QP Dist Form 165.3.1013.doc

In most situations TCA is required to issue a Form 1099-R for distributions from your qualified plan account. Custodian on December 31 prior to transfer to TCA please provide the prior year-end value to calculate the RMD. Important The RMD calculation will be based on the information available to TCA. The account owner is responsible for notifying TCA if there are any outstanding rollovers outstanding transfers or conversion recharacterizations that are not reflected on the previous year-end...

How to fill out qp dist form 16531013doc

How to fill out qp dist form 16531013doc

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