Level 15
06-13-2021
05:42 PM
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In 2020 some banks didnt send the RMD unless the client called in and requested it....its made it hard to know did the client NOT take a distribution, or did they just forget to bring me the 1099R.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪