Beltane Posted February 20, 2012 Posted February 20, 2012 http://www.irs.gov/pub/irs-tege/early_distributions.pdf according to this link it does, just looking for confirmation if anyone has experience on this. Thanks.
masteff Posted February 21, 2012 Posted February 21, 2012 Chapter 9 of IRS Publication 970 http://www.irs.gov/pub/irs-pdf/p970.pdf Instructions for Form 5329 http://www.irs.gov/pub/irs-pdf/i5329.pdf (most importantly, to paraphrase: for purposes of this form, a traditional IRA includes an SEP) Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
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