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Guest Why Me!
Posted

Back in 2006 a rollover was deposited into a plan, we just found out that that rollover consisted of monies from several different IRA's (SEP IRA, Conduit IRA, Traditional IRA and a ROTH IRA). Note this money came into a Qualified plan in 2006.

Participant wants to withdraw all his rollover monies now, my question is how do we go about doing the 1099R's for this? Especially since 2 of the rollover amounts should never have been allowed to rolled into the plan to begin with.

:blink:

Thanks for any help you can provide.

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