IRS Model Special Tax Notice is Out of Date

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IRS Model Special Tax Notice is Out of Date
FIS Relius

[Guidance Overview]
June 12, 2008

Excerpt: The notice must explain the rollover rules, taxation consequences of a lump-sum distribution, direct rollover option (including automatic rollover), mandatory 20% withholding rules, and tax consequences and distribution restrictions applicable to rollovers to different types of plans. MORE >>

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