RTRP - Suitability Check?

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  • zeros
    Senior Member
    • Dec 2006
    • 921

    #1

    RTRP - Suitability Check?

    Besides the testing and the complaince check, it indicates a "suitability check." What would this be?
  • Lion
    Senior Member
    • Jun 2005
    • 4698

    #2
    Step 3 is Pass a tax compliance suitability check (initiated on your behalf by IRS)*

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    • JohnH
      Senior Member
      • Apr 2007
      • 5339

      #3
      I think they also check the suitability of your posts on The Tax Book Forum as well. No worries - you're fine.
      "The only function of economic forecasting is to make astrology look respectful" - John Kenneth Galbraith

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