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Found 1 result

  1. Lou81
    Good Morning. Looking for some direction. I have a Cash Balance plan that is terminating. I have a participant that wants to roll his cash balance money to a Roth IRA. I believe this is allowed, but i have several questions,. Do i withhold the 20% and report it as taxable on the 1099R and how would i code the 1099R? I appreciate any help. Thanks!
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