taxdog65
Level 1
12-07-2019
05:43 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Best Answer Click here
Labels
IRonMaN
Level 15
12-07-2019
05:43 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Form 5329 - but don't pay the penalty, ask for the waiver. The IRS will waive the penalty for just about any reason if you ask.
Slava Ukraini!
abctax55
Level 15
12-07-2019
05:43 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
And pay attention to the fact your client will now have TWO distributions in 2019. Monitor the withholdings/estimates as necessary.
HumanKind... Be Both
