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Do HCE/Family Attribution rules apply to great grandparents/great grandchildren?


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Posted

The only wording in Reg 1.414©-4(b)(6) and Sec 1563(e)(5) addresses grandchildren and grandparents. Can't find anything that addresses "great" grandchildren or "great" grandparents.

Has anyone ever encountered this situation?

Posted

No great grandparent or great grandchildren attribution under those sections. Only if you see the phrase "lineal ascendants or lineal descendants" do you have to apply attribution.

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