Just-Lisa-Now-
Level 15
Level 15

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♥¸¸.•*¨*•♫♪
0 Cheers