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Type of Account Traditional IRA For the Tax Year Educational IRA Tax Year Spousal IRA For the Tax Year Roth Conversion IRA Secondary Beneficiary ies Roth Spousal IRA For the Tax Year Rollover IRA Roth IRA For the Tax Year Simplified Employee Pension SEP IRA For the Tax Year Catch - Up IRA For Tax Year IF THE ACCOUNT IS A ROLLOVER COMPLETE THE FOLLOWING Rollover of an existing Traditional IRA to a Traditional IRA Employer Sponsored SIMPLE IRA to a Traditional IRA Previous Qualified Employer...
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