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Get PA PSRS-1245 2019-2024

Rogram Refunds PSERS Insurance PSRS-1245 (08/2012) 1 Lump Sum Distribution A refund of all of your contributions and interest, within one tax year, represents a qualified lump sum distribution for Federal Income Tax purposes. This means you may be eligible for one or more of the following favorable tax treatments: Rollover: You may elect to have PSERS directly roll over the taxable portion of your lump sum payment to an "eligible retirement plan" that accepts your rollover. If your fin.

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