Tax Man Tan
Level 4
02-10-2022
12:28 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No, we needed to understand whether or not the covid retirement distributions that were spread over 3 years would transfer over from 2020. Currently it does not, but we were told an update tonight should rectify this issue without us having to do a 2nd client transfer.