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Yes, that is the message I was referring to. So it sounds like "no action necessary" from me and the clients will get a full refund. Thank you so much. One less...
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Thank you. I am smiling and laughing ! Got it - so client must wait for their money!
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I have had many clients affected
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I tried the Client Analyzer. It did not have the 8915 form or mention of pensions. I will take each client as it comes and review for the 8915 form. Thank you f...
