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Retirement tax questions
Thank you so much for your response! He did call a couple of weeks ago and was told the money is still in there? And that he can just call to roll it over when his new company starts their retirement savings plans? It's been much longer than 60 days since he was employed by his previous workplace. It's a relatively small dollar amount so he is irritated that I am giving it attention. How I view it, if it was reported as a distribution regardless of amount, it needs to be accurate and accounted for.
March 30, 2023
7:14 PM