chc93 Posted September 19, 2019 Posted September 19, 2019 Plan sponsor rolls over his wife's plan benefit into his own personal IRA under his SSN. How can this be corrected. This happened in 2017.
Bird Posted September 20, 2019 Posted September 20, 2019 Talk to the IRA provider. Ultimately they are the ones who have to fix it and you'll have to follow their procedures. They're not gonna make it easy... rr_sphr 1 Ed Snyder
Luke Bailey Posted September 20, 2019 Posted September 20, 2019 The paperwork and sequence of events causing the error need to be reviewed, as does the 5498 reporting. If the custodian can get to a place where it sees this as a mistake of fact, they may be comfortable with fixing. Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
chc93 Posted September 20, 2019 Author Posted September 20, 2019 Bird and Luke... thank you very much for your comments.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now