Originally posted by New York Enrolled Agent
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Originally posted by New York Enrolled Agent View Post
Why would this haunt you every year? What's the big deal? Balance on 12/31/xx and 1099-R and done.
I can handle it, but getting the necessary information FROM MY CLIENT each year is like pulling teeth.
It's not as if I don't ask the same question each and every year. . .
(But, thank you for reminding me about the 12/31/yyyy balance rules. I'll have to make a note of that.)
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