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Get your taxes done using TurboTax
Thanks for the reply. I followed the link and item # 8 on the page says this:
If desired, ask the IRS to make a determination about the plan's qualification status at termination by filing a determination letter request
Mine is an individual 401K plan and I am the only participant. If I roll over the money to another qualified plan, do I even need a determination about the plan's qualification status?
‎August 30, 2019
12:39 PM