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Tax Questions
100
Code used when Check made payable to customer
What is Rollover?
100
Form required for all IRA deposits
What is a SIgned IRA deposit slip?
100
age where you MUST start withdrawing from your IRA
What is 70 1/2?
100
Contribution limit for 2011 and 2012
What is $5,000?
100
Deadline to make contribution to Traditional IRA to be coded prior tax year
What is April 15th?
200
Code used when Check made payable "MSB FBO John Smith"
What is Transfer?
200
A copy of this must be taken and sent to operations
What is the check deposited?
200
age where you can withdraw from your IRA without penalty
What is 59 1/2?
200
Contribution limit for 2011 and 2012 if you are over the age of 50
What is $6000?
200
Minimum for State withholding
What is 5.3%?
300
Code used when accepting IRA from another Institution
What is External Transfer Deposit?
300
2 forms necessary when a withdrawal is being made
What are a signed withdrawal slip and IRA withdrawal Statement?
300
Person you can refer a customer to if they have IRA questions
Who is Paul Tamagni?
300
yearly fee charged to a customer
What is $15?
300
Minimum for Federal Withholding
What is 10%?
400
Code Used when you are accepting a deposit from IRA within MSB
What is Internal Transfer Deposit?
400
Form needed when a deposit is made to distinguish the type of deposit made?
What is IRA contribution/investment form?
400
MSB's deemed IRA expert
Who is Diane Taralli?
400
MSB charge to transfer IRA to another institution
What is $25?
400
must be taken together
What are state and federal withholding?
500
code used when you reach 701/2 and are taking withdrawals
What is Required Minimum Distribution?
500
Form letting customers know what they set for tax withholding
What is a W4P?
500
Date customer has until in the year they turn 70 1/2 to take RMD from previous year
What is April 1st?
500
Loyalty Bank tier needed to have annual fee waived
What is platinum and diamond?
500
Never
When would MSB offer tax advice to a customer?