qbteachmt
Level 15
03-24-2021
02:39 PM
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You really need to read the regulations.
"2 IRA amounts and 4 ROTH were rolled over.. However, client took money"
Well, then; that violates the provisions.
https://www.irs.gov/retirement-plans/ira-one-rollover-per-year-rule
Now, you should also read the CARES provisions:
Because that might be helpful.
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Don't yell at us; we're volunteers