Transcription of SEP-IRA and SIMPLE IRA Excess Contribution …
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SEP-IRA and SIMPLE IRA Excess Contribution …
To remove an Excess deferral from your SIMPLE IRA This form enables you to remove your Excess deferral. The Excess deferral and any earnings will be mailed to your address of you need to remove an Excess Contribution from your traditional/rollover IRA, Roth IRA, SEP-IRA , inherited IRA, or education savings account (ESA), complete our IRA and ESA Excess Contribution Removal Form. Your removal of an Excess deferral is considered a distribution from your account and may be subject to taxes and penalties.
Form SBSECRF State income tax withholding Vanguard will apply withholding for your state as you instruct below. If you have questions regarding
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