Rollover of XXX Xxxx. If you receive a refund of eligible retirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 123 contracts
Samples: Ach Agreement, Individual Retirement Trust Account Agreement, Custodial Account Adoption Agreement
Rollover of XXX Xxxx. If you receive a refund of eligible retirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returnedwasreturned.
Appears in 8 contracts
Samples: Ach Agreement, Ach Agreement, Ach Agreement
Rollover of XXX Xxxx. If you receive a refund of eligible retirement retire- ment plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including in- cluding extensions) for the year in which the money was returned.
Appears in 1 contract
Samples: Stifel Account
Rollover of XXX Xxxx. If you receive a refund of eligible retirement retire- ment plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 1 contract
Samples: Stifel Account