Level 15
12-02-2020
12:53 PM
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Has anyone else reported seeing this?
I generally dont transfer clients until mid January, this one was just to do a quick plan to see how much IRA could be converted to a ROTH...he only had one 1099R in 2019 and it wasn't marked as final so I had expected it to show up in 2020, but it was a no-show.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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