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Issue 2021 Form 1099-R Now, Rather Than Waiting Until January 2022?
BenefitsLink Message BoardsLink to more items from this source
Mar. 26, 2021

"We have a client who is a dentist selling his practice and terminating his plan. All 7 participants are rolling their money over to IRAs. I expect this should be complete by the end of the week. Is there any way to issue the 1099-Rs now rather than waiting until January?"

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