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1099 R Year


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Client rolled over accounts due to plan termination.  Rollovers processed 1/9/23 but client is saying that Schwab says they can designate which year the rollover is attributed to, 2022 or 2023.  Would that affect what year we do the 1099R?  My thought is the 1099R will reflect the actual year of distribution.  Agree?

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