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Da Form 5329

Da Form 5329

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What is a W-9 tax form? What is a W-9 tax form?

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Video instructions and help with filling out and completing Da Form 5329

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Instructions and help about Da Form 5329

IRS form w4r this is the withholding certificate for non-periodic payments and eligible rollover distributions so this uh form was created by the IRS I believe in 20122 was the first iteration of it and it became mandatory uh in 2023 and Beyond so this is the 2024 version it looks very similar uh previous to that you might be familiar with uh form w4p which was the withholding certificate for pretty much all retirement plans uh that one is still used but it's for periodic payments whereas this tax form specifically is the withholding certificate for two types of transactions non-periodic payments and eligible rollover distributions so in this video we'll go over how to complete this form and then we'll backtrack and discuss non-periodic payments we'll discuss eligible rollover distributions and additionally we'll talk about some of the tax problems that exist with rollover distributions and how you can avoid those so let's start at the to

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