Sentences with phrase «portion of the rollover»

The principal portion of rollovers and nonqualified withdrawals from this plan are included in Utah taxable income to the extent of prior Utah tax deductions or Utah tax credits.

The principal portion of rollovers and nonqualified withdrawals from this plan within two taxable years of the contribution are included in Rhode Island taxable income to the extent of prior Rhode Island tax deductions.

The principal portion of rollovers and nonqualified withdrawals from this plan are subject to New York tax to the extent of prior New York tax deductions, but only after removal of non-deducted contributions.

The principal portion of rollovers, qualified withdrawals within three years of establishing the account, and nonqualified withdrawals from this plan are subject to Montana tax at the highest Montana marginal rate to the extent of prior Montana tax deductions, but only after removal of non-deducted contributions.

The principal portion of rollovers and nonqualified withdrawals from this plan are included in Iowa taxable income to the extent of prior Iowa tax deductions.

The principal portion of rollovers and nonqualified withdrawals from this plan are included in Nebraska taxable income to the extent of prior Nebraska tax deductions.

The principal portion of rollovers and non-qualified withdrawals from this plan are included in Arkansas taxable income to the extent of prior Arkansas tax deductions.

The principal portion of rollovers and nonqualified withdrawals from this plan are included in New Mexico taxable income to the extent of prior New Mexico tax deductions.

The principal portion of rollovers and nonqualified withdrawals from this plan are included in Colorado taxable income to the extent of prior Colorado tax deductions.

These grouping rules are relevant because early distributions of the taxable portion of the rollover has a penalty within 5 years.

This rollover will be subject to federal tax requirements, and you will need to provide Franklin Templeton with acceptable documentation from the prior program detailing which portion of any rollover contribution consists of a return of principal and which portion consists of earnings.

Not exact matches

It achieved five - star crash test ratings from NHTSA, with the exception of a four - star rating on the rollover portion of the test.

I confirmed our 401k plan allows for in - service distributions of after - tax contributions and the portion of the account based on the initial rollover from my previous company.

The Roth portion of your TSP can be rolled into a Roth IRA and the traditional portion of your TSP can be rolled into either a traditional IRA or a Roth IRA (again, taxes would have to be paid on the traditional money at the time of rollover).

The principal portion of nonqualified withdrawals from this plan, and of rollovers to another 529 plan within one year of the date of contribution, are included in Oklahoma taxable income to the extent of prior Oklahoma tax deductions.

The principal portion of nonqualified withdrawals from this plan, and rollovers within two years of account opening, are included in District of Columbia taxable income to the extent of prior District of Columbia tax deductions.

Any distribution allocated to a qualified rollover contribution under clause (ii)(II) shall be allocated first to the portion of such contribution required to be included in gross income.

If you've had time out of the workforce, work part - time or have irregular work patterns and have contributed less than your before tax (concessional) cap, you can rollover the unused portion of your concessional contribution cap for up to 5 years, allowing you to make additional contributions in future years.

The transfer (or «rollover») is a straightforward process handled by netwealth and you can opt to transfer only a portion of your super balance across.

High winds can cause the trailer portion of a truck to sway, easily leading to loss of control by the driver and usually resulting in a rollover or a jackknife.