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5 results for “
"Roth IRA Conversion"
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EFTA01220966
Set 9
3p
1,360w
Enter distribution, other than from a designated
Roth
, that was rolled or
Roth
IRA
Conversion
: converted to a
Roth
IRA
including any that were later recharacterized (converted back
https://www.justice.gov/epstein/files/DataSet%209/EFTA01220966.pdf
EFTA01222812
Set 9
2019-01-01
2p
1,268w
SIMPLE
IRAs
, Do not complete the rest of Part I. or make a
Roth
IRA
conversion
? Yes P Go to line 4. 4 Enter those contributions included on line
https://www.justice.gov/epstein/files/DataSet%209/EFTA01222812.pdf
EFTA01222810
Set 9
2018-01-01
2p
1,368w
SIMPLE
IRAs
, Do not complete the rest of Part I. or make a
Roth
IRA
conversion
? Yes 0 Go to line 4 4 Enter those contributions included on line
https://www.justice.gov/epstein/files/DataSet%209/EFTA01222810.pdf
EFTA00603557
Set 9
2013-08-29
14p
4,943w
importance of keeping beneficiary designations current (Kennedy v. DuPont SIP) 09/30/09 More on
Roth
IRA
conversions
: calculating what the taxable amount may be; how a 2009-08 "decoupled" state ... free
IRA
distributions to charity: 2009-07 early 2009 AMT "patch's;
Roth
IRA
conversions
in 2010 — restrictions will be gone so that anyone may convert a "regular"
IRA
https://www.justice.gov/epstein/files/DataSet%209/EFTA00603557.pdf
EFTA01450704
Set 10
2010-01-26
1p
431w
importance of keeping beneficiary designations current (Kennedy v. DuPont SIP) 09/30/09 More on
Roth
IRA
conversions
: calculating what the taxable amount may be: how a 2009-08 "decoupled" state ... free
IRA
distributions to charity; 2009-07 early 2009 AMT "patch";
Roth
IRA
conversions
in 2010 — restrictions will be gone so that anyone may convert a -regular
IRA
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01450704.pdf
Corpus: 1990-03-17 – 2025-12-01
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Set 9
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Set 10
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