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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