This should be the same format as the previous paper you did. Please refer to the following textbook. Refer to Chapter 5
Raabe, W. A., Whittenburg, G. E., Sanders, D. L., & Sawyers, R. B. (2012). Federal tax research (9th ed.). Mason, Ohio: Cengage. ISBN: 978-1-111-22164-5.
Here are the requirements
TAX RESEARCH MEMO 2 INSTRUCTIONS
For this assignment, you will be submitting a tax research memo regarding the scenario detailed below. The memo will be due by 11:59 p.m. (ET) on Sunday of Module/Week 2. The purpose of this assignment is for you to research the proper taxation of IRA distributions.
The memo should be submitted in the form of a Microsoft Word document, using only the template provided, and labeled as follows: lastname_memo2.doc. The Relevant Facts, Specific Issues, and Conclusions sections of the memo should be thorough but concise. The key portion of the memo will be the Support section, which should be properly supported by appropriate regulation citations (be specific with section, number, paragraph, and subparagraph as applicable).
Prepare (in good form) a research memorandum to the file.
As this is a memo, and not a formal writing assignment, APA format is not required. Furthermore, there is no need to submit a title page or research page. Just substitute ?Your Firm? at the top of the memo with your full name.
SCENARIO: Phyllis maintained an IRA account at the brokerage firm ABC. On February 11 of the current year, she requested a check for the balance of her account. She received the check made out in her name and deposited it the same day in a new IRA account at the brokerage firm XYZ. Phyllis then requested a check on May 8 from XYZ, which was deposited in another new IRA account 35 days later. Is the May 8 distribution taxable to Phyllis?
Place your order of custom research paper With us NOW. The assignment will be written from scratch by our qualified and experienced writers.
A-Research-Paper.com is committed to deliver a custom paper/essay which is 100% original and deliver it within the deadline. Place your custom order with us and experience the different; You are guaranteed; value for your money and a premium paper which meets your expectations, 24/7 customer support and communication with your writer. Order Now
Use the order calculator below and get started! Contact our live support team for any assistance or inquiry.