Level 11
04-19-2024
03:33 PM
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<< But before you do that, make sure that the client really did complete the process properly and timely. Sometimes clients are a little mixed up on little things like dates and amounts >>
When they do screw up the rollover, see Rev proc 2016-47. Fiduciaries will accept the self certification and (late) rollovers.
If at first you don’t succeed…..find a workaround