Keeping compliant with the IRS qualified plan distributions rules isn’t always easy. For that reason, the IRS issues and regularly updates guidance on how to do so. It has done so for the “Cycle E” submission period, i.e., February 2015 through January 2016.

Known as “Explanation No 9,” the document is to be used in conjunction with Form 8387, Worksheet 9 – Determination of Qualification; and Form 8399, Deficiency Checksheet 9.

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