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Calendar vs. fiscal year

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ByCarl

L1: Calendar vs. fiscal yearDoes anyone have an opinion on using a fiscal year versus a calendar year when it comes to accounting for 72T distributions? I have asked this question of Fidelity Investments and they say that they can find no guidance in the IRS pubs. They say that they have set up SEPPs using both methods. Thanks.2005-11-14 17:58, By: Carl, IP: [64.132.126.227]
L2: Calendar vs. fiscal yearThere have been a variety of posts to the forum on this topic -general rule of thumb = first year can be a stub year (3 months, 6 months, etc.), but accounting is done on a calendar year – no more fiscal years.2005-11-14 18:03, By: Gfw, IP: [172.16.1.71]

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