toddcbad
Level 2
05-13-2022
04:25 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I stated that he is using the three year option to be clear that we understood that a late election for a one year option is not desired and is not allowed by the code.
Yes, I am aware that there is a 1099-R that the client did not include on their tax returns.
Still looking for an answer to the question.