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File this form for each person for whom you maintained any individual retirement arrangement...
Amount of the creditDepending on your adjusted gross income reported on your Form 1040 series return, the amount of...
Can I contribute to an IRA if I participate in a retirement plan at work?You can contribute to a traditional or Roth IRA even if you participate in another retirement...
Do these rules apply to my retirement plan?The minimum distribution rules apply to: traditional IRAs SEP IRAs SIMPLE IRAs 401(k) plans...
Is my retirement plan required to accept rollover contributions?Your retirement plan is not required to accept rollover contributions. Check with your new plan...
Is my retirement plan required to allow transfer of any amounts eligible for a distribution?If you receive an eligible rollover distribution from your plan of $200 or more, your plan...
Retirement Savings Contributions Credit (Saver’s Credit)Check out the 2022 cost-of-living adjustments for retirement plans and IRAs. You may be able to...
Rollovers of Retirement Plan and IRA DistributionsMost pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by...
What happens if I don’t make any election regarding my retirement plan distribution?The plan administrator must give you a written explanation of your rollover options for the...
Which retirement accounts can accept rollovers?You can roll your money into almost any type of retirement plan or IRA. See the Rollover Chart...
Who's eligible for the credit?You're eligible for the credit if you're: Age 18 or older, Not claimed as a dependent on...