I
irfanballard
Federal Tax question
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In 2008, I decided to consolidate my retirement accounts.
I transferred all my mutual funds from my Keogh Account to my SEP IRA
in 2008. Both accounts are at Schwab. I have not contributed to my
Keogh account for quite a few years. I did contribute to my SEP IRA in
2008.
Do I need to inform the IRS re: the closure of the Keogh account?
If so, what forms should I use ?
Would you please let me know.
Thanks,
Irfan Ballard
***************************************
In 2008, I decided to consolidate my retirement accounts.
I transferred all my mutual funds from my Keogh Account to my SEP IRA
in 2008. Both accounts are at Schwab. I have not contributed to my
Keogh account for quite a few years. I did contribute to my SEP IRA in
2008.
Do I need to inform the IRS re: the closure of the Keogh account?
If so, what forms should I use ?
Would you please let me know.
Thanks,
Irfan Ballard