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Santa Ana California Form 5329: What You Should Know
Filed Form 5329 can be filed on IRS.gov or by mailing Form 5329 to SES, Attn.: Distribution Account, 4200 Main Street, Suite 4100, Sacramento, CA 95834. This document must be submitted by November 31, 2021. Filing early distributions | FT.ca.gov What to do if you aren't able to complete the early distributions | FT.ca.gov The IRS will hold your account for 60 days and will then return any distributions received by November 30, 2025 (so that your account will be fully compliant). Tax-Favored Accounts The IRS allows you to make tax-free interest or dividends on funds including IRAs, SEPs, SIMPLE IRA and PRIME CAP accounts.  If you have money in an IRA or plan that you want to take advantage of this bonus, you should begin to invest early. How to Invest and Benefit the Wealth of the State of California The State of California has a long-standing tradition of supporting the middle class and empowering every individual with the means to create a brighter future for themselves and their children. The California State Treasurer's Office helps low- to moderate income families and individuals buy and invest for their future. Through several programs, the Office of California Comptroller provides the public and private sectors with the tools, resources and innovative ideas necessary to strengthen the economic security of individuals and families in California. This website provides you with the tools, insights, and information you need to invest financially for your personal security and prosperity in California — and throughout the country.
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