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Which of the following distributions is eligible for rollover treatment? * The r

ID: 3145221 • Letter: W

Question

Which of the following distributions is eligible for rollover treatment? * The required minimum distribution from a 73-year-old taxpayer's former employer’s qualified plan. The taxpayer continues to work and is an active participant in his current employer’s qualified plan. A hardship distribution. By the time the distribution was received, the taxpayer no longer faced the hardship. A distribution of excess deferrals made to a taxpayer because they were a highly-compensated employee who unknowingly paid too much into their employer’s qualified plan. A 55-year-old surviving spouse’s distribution from a 60-year-old decedent’s qualified plan. The decedent was employed at the time of death.

Explanation / Answer

rollover treatmenet : under this exception , the distribution is tax free

The distributions is eligible for rollover treatment is A 55-year-old surviving spouse’s distribution from a 60-year-old decedent’s qualified plan. The decedent was employed at the time of death.

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