BobKamman
Level 15
03-06-2020
10:17 AM
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I don't think it has to be a trustee-to-trustee transfer, as long as the Roth is funded within 60 days. But I might be wrong. It's certainly stupid to have done it that way, and she probably thinks that the Roth made the distribution nontaxable. But at least she has the 20% tax withheld, to apply to what she owes.