sjrcpa
Level 15
02-10-2022
12:44 PM
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"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:"
Everyone here already knew that.
"an update tonight should rectify this issue without us having to do a 2nd client transfer." I do not see how that is possible.
The more I know the more I don’t know.