Jimmy has an IRA account at Vanguard. On March 11 of this year he requested a check
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Question:
Jimmy has an IRA account at Vanguard. On March 11 of this year he requested a check for the balance of his account. He received the check made out to him and deposited it the same day in a new IRA account at Navy Federal Credit Union. Jimmy later this year on June 8 requested a withdrawal from Navy Federal Credit Union and deposited the check into Fidelity 35 days later.
Prepare in tax research memo to the file to determine if any of the IRA withdrawals Jimmy made are taxable?
Related Book For
Smith and Roberson Business Law
ISBN: 978-0538473637
15th Edition
Authors: Richard A. Mann, Barry S. Roberts
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