PJ2009 Posted September 21, 2009 Posted September 21, 2009 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! Thank you. pj
WDIK Posted September 21, 2009 Posted September 21, 2009 Check out Notice 2009-68. ...but then again, What Do I Know?
pmacduff Posted September 21, 2009 Posted September 21, 2009 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 Posted September 21, 2009 Posted September 21, 2009 Link: http://www.irs.gov/pub/irs-drop/n-09-68.pdf Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
PJ2009 Posted September 21, 2009 Author Posted September 21, 2009 Wow...thank you everybody. I guess I have my work cut out for me. Thank you. pj
Guest Martin Posted September 29, 2009 Posted September 29, 2009 Is the model notice available on the internet in the WORD format? IRS Notice 2009-68 has a PDF extension.
Everett Moreland Posted September 29, 2009 Posted September 29, 2009 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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