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Retirement tax questions
Hello all, I did hear back from the team about this. It has been determined to not be a bug due to this IRS publication, which describes that non-spouse beneficiaries are not permitted to rollover the IRA.: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-beneficiary#:~:text...
‎February 4, 2021
12:08 PM