314 Traditional and SIMPLE IRA Withdrawal Authorization (3 ...
If you are under age 59½, withdrawals for any reason not listed below are reported on Form 1099-R using code 1. • Disability. If you are under age 59½ and disabled, withdrawals are reported on Form 1099-R using code 3. • Direct Conversion to a Roth IRA, Substantially Equal Periodic Payments, or IRS Levy. ................
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