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72T & IRS

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Byteknchuck

L1: 72T & IRSDo I have to have an accountant draw up a withdrawal plan using 72T, or can I do it myself? Does a form get filed with the IRS? 2002-02-02 10:40, By: teknchuck, IP: [127.0.0.1]
L2: RE: 72T If you feel comfortable with your knowledge, there is nothing stopping you from creating your own plan. You should start by contacting the Custodian/Trustee where you have your IRA funds.Nothing gets filed with the IRS. The purpose of the plan is so that you can show how the payments were developed and that you met the terms of the plan adopted. 2002-02-02 14:42, By: Gfw, IP: [127.0.0.1]

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