Just-Lisa-Now-
Level 15
Level 15
In 2020 some banks didnt send the RMD unless the client called in and requested it....its made it hard to know did the client NOT take a distribution, or did they just forget to bring me the 1099R.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪