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PJ2009

Sep 21 2009, 10:29 AM

Our Special Tax Notice needs to be updated for the Roth IRA rollover language. Is there a new "model' notice available anywhere that has this language? Thanks and welcome to Monday!

WDIK

Sep 21 2009, 10:40 AM

Check out Notice 2009-68.

pmacduff

Sep 21 2009, 10:47 AM

Yes - and the IRS is providing 2 model notices - one for roth accounts and one for pre-tax (or non-roth)....that will mean 12 pages of tax notice for participants with both. I think they should have combined them!!!

masteff

Sep 21 2009, 10:52 AM

Link: http://www.irs.gov/pub/irs-drop/n-09-68.pdf

PJ2009

Sep 21 2009, 11:46 AM

Wow...thank you everybody. I guess I have my work cut out for me.

Martin

Sep 29 2009, 03:32 PM

Is the model notice available on the internet in the WORD format? IRS Notice 2009-68 has a PDF extension.

Everett Moreland

Sep 29 2009, 04:05 PM

I don't know about Word, but it's available here in html format: http://www.irs.gov/irb/2009-39_IRB/ar14.html

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