Level 15
02-29-2020
06:39 AM
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He should have 2 1099Rs one for the 401K that was rolled, and then one for the IRA that was distributed.
Have them bring in all the statements showing the money moving from each account to the other. Sounds like it may not have gone down the way your client thinks it did.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪