AmyETPA Posted January 16, 2023 Share Posted January 16, 2023 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? Link to comment Share on other sites More sharing options...
Lou S. Posted January 17, 2023 Share Posted January 17, 2023 Are you trying to close out the plan as of 2022 to avoid 2023 5500 filing? Link to comment Share on other sites More sharing options...
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