Form 4972 for Moreno Valley California 2024-2025

Form 4972 for Moreno Valley California: What You Should Know

This is the sole distribution from the plan. This is a partial distribution that is not the entire plan's balance from the plan. This is a distribution from the plan. This is a distribution from the plan. This is a distribution from the plan plus any required adjustments. This distribution is equal to any change on the original distribution basis of the qualified pension, profit sharing, or stock plan; This distribution may be an adjustment; Disregard other rules of the plan regarding any adjustments, such as excess benefit allocations, Receive only the amount of the distribution that results in the least of: the greatest of (i) the original distribution basis and (ii) the change on the original distribution basis, or (iii) the entire original distribution basis. Receive the original distributions' basis (and change on original basis) only Receive the original distributions' basis (and change on original basis) and any required adjustments Disregard other rules of the plan regarding any required adjustments or any required distributions Receive only the amount of the distribution that results in the least of the original distribution basis and (ii) the change on the original distribution basis. If this distribution result in a taxable distribution, it is a taxable distribution. This distribution may be taxable because it is an excess inclusion, excess allocations, excess benefit contributions, excess rollover contributions, or excess allocations; Note also that any changes on the original basis of the qualified pension, profit sharing, or stock plan; Receive the original distributions' basis only Receive the original distributions' basis (and change on original basis) and any required adjustments Receive only the amount of the distribution that results in the least of the original distribution basis and (ii) the change on the original distribution basis.

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