abctax55
Level 15

I agree that this sounds like a self-directed plan.

I have a client that has one, he took a distribution in 2020 but no F 1099-R was issued.  Fast forward to earlier this year and 'oops' one should have been issued so time for amended returns.   And penalties/interest/my fee.

Self-directed plans carry a level of reporting responsibility that a lot of folks don't seem to realize.  

 

HumanKind... Be Both