Skylane
Level 11
Level 11

<< 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
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