matt-hayes
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I have the 1099-R for the initial rollover in June 2019. Should I have a 1099-R for the first RMD taken in March 2020 (late for 2019) ?
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I don't believe there was an issue with the rollover. Her brothers plan was a profit sharing 401k through his employer. He was not married and had no children. ...
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Thanks for the reply. I do need to correct something I said. Her brothers retirement account was a 401k not an IRA. Not sure if that makes any difference.The 10...
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