Level 15
02-06-2024
10:30 AM
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It shouldn't have been coded as a G. Are you sure it went into a ROTH?
Have you seen the statement showing the deposit and it shows that its a ROTH account?
Clients dont always know for sure whats really happened.
I have clients that convert from a Traditional to a ROTH every year, they're never coded as a G.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪