Sentences with phrase «if holding period requirements»

If holding period requirements are met, all earnings that accumulate in a Roth IRA can be withdrawn on a tax - free basis.

Once converted to a Roth IRA, all earnings can accumulate on a tax - free basis (if holding period requirements are met), giving you more flexibility to manage your cash flow in retirement.

Not exact matches

In addition to capital gains distributions, fund distributions may include nonqualified ordinary dividends (taxed at ordinary income tax rates), qualified dividends (taxed at rates applicable to long - term capital gains if holding period and other requirements are met), exempt - interest dividends (not subject to regular federal income tax) and nondividend, or return of capital, distributions, which are not subject to current tax.

You may have to report compensation income if you sell stock you acquired by exercising an ISO before you meet the special holding period requirement for incentive stock options.

If you neither bought nor sold securities in the tax year, the potential qualified dividends reported on your Form 1099 - DIV should meet the holding period requirement and qualify for the lower tax rate, unless you hedged the securities.

If the owner of a dog that has been designated as dangerous is unwilling or unable to comply with the requirements of this section, said dog shall then be humanely euthanized by an animal shelter, animal control agency or licenced veterinarian, after a 14 - day holding period.

Notwithstanding the foregoing, associations and multiple listing services may sell electronic lock box programmers or keypads to MLS participants and others eligible to hold lock box keys pursuant to these requirements provided that such devices may be deactivated, if necessary, within a reasonable period not to exceed thirty (30) days and that the participant has authorized the sale in writing.