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  1. CJS07
    We have a client with pooled assets. The client's CPA 'manages' the items that need to be done annually. The CPA forgot to get the annual RMD for the owner processed (after several reminders). The RMD came out of the account on 1/20/17 and should have been out 12/31/16. Is the remedy a 5330? Suggestions?
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