qbteachmt
Level 15
03-28-2022
02:48 PM
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I would also confirm the type of Plan/Account:
"I have a new client who changed jobs, opted to rollover her IRA, took the IRA distribution in the form of a check made out to her"
Changed Jobs, seems like a 401(k). Perhaps the 401(k) plan administrator had her fill in a form, and she indicated it would be going to an IRA, but it is from a 401(k).
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