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Form 5500-EZ Escondido California: What You Should Know

IRS Publication 926-A: Retirement Annuity and Savings Plans, Tax Guide for Retirement Annuities, and Publication 5498;  IRS Publication 942: Individual Retirement Arrangements,  IRS Publication 15, Retirement Plan Basics,  Tax Code section 72(t):  If a retirement plan participant has a distribution from his or her IRA, the contribution must be made to the plan. The distribution may be made in the form of a check if: the plan is a qualified retirement plan, and (1) the contribution or interest received by the plan and contributed over 1 year is not subject to tax, and (2) the participant makes the contribution or interest within the plan's first tax year of operation. When a plan offers a tax-deferred annuity, in addition to the plan-specific information below, a general tax identification number (TIN) must be completed when the annuity payment is made. This can be provided by the plan administrator, an investment advisor, or by the plan itself. A TIN is used by the plan administrator, the plan trustee, a custodian, and the IRS in identifying beneficiaries of a retirement plan. The TIN is for future identification purposes only, and is not used for future tax purposes. An IRA or 401(k) Plan: The rules for a non-qualified benefit plan apply whether the plan is a qualified or non-qualified plan. Whether a plan is exempt from section 457(b) taxation must be determined by IRS regulations. Section 408(m) Plan (Non-Qualified Plan) A non-qualified plan is defined as a plan that: (1) allows participants or beneficiaries to defer compensation, (2) does not provide any pension benefit to participants or beneficiaries, (3) does not satisfy the § 415 rules (for tax-favored deferred compensation plans),  section 716(b) (for “nonqualified annuities”) or 403(b) rules, (4) is not required to meet section 408(k) requirements or is exempt from Section 414 (for “qualified pensions”), (5) does not offer benefits or provide a right of investment similar to a Section 401(k) plan, (6) is not required to meet Section 415 requirements for the plan year, and (7) is not required to satisfy all the other requirements generally applicable to § 415 plans.

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