The Internal Revenue Service on November 24 released Notice 2014-74 updating two safe harbor explanations in Notice 2009-68 that can be used to satisfy the requirement under Internal Revenue Code section 402(f) concerning certain information to be provided to recipients of eligible rollover distributions. The changes to the safe harbor explanations relate to the allocation of pre-tax and after-tax amounts, distributions in the form of in-plan Roth rollovers, and certain other clarifications.
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