Level 15
		
	
				
		
	
		
			
    
	
		
		
		12-02-2020
	
		
		12:53 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Has anyone else reported seeing this?
I generally dont transfer clients until mid January, this one was just to do a quick plan to see how much IRA could be converted to a ROTH...he only had one 1099R in 2019 and it wasn't marked as final so I had expected it to show up in 2020, but it was a no-show.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
		
			
				
						
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