laval650
Level 3
04-04-2022
11:46 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It's a distribution eligible for a rollover. Not a direct one. The client insists it's a rollover, I will record it as such. Since the client added his own funds to compensate for the withheld taxes, and this money is not technically a rollover, what to do with the excess rollover?