FORMS Flashcards

1
Q

Form 13614-C

A

Intake Form

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2
Q
A
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3
Q

8880

A

For income that counts toward getting the Saver’s Credit.

Contributions to VOLUNTARY retirement funds

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4
Q
A
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5
Q

5329

A

Reporting early distributions and
reason to obtain an exception to a 10%
penalty for taking a distribution before 59 1/2

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6
Q
A
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