100R
I have a client that we did a direct trustee to trustee transfer form one IRA institution to another in 2007. Will/should he receive a 100R from the institution he left? Thank you
I have a client that we did a direct trustee to trustee transfer form one IRA institution to another in 2007. Will/should he receive a 100R from the institution he left? Thank you
Permalink Submitted by Al Fry on Wed, 2008-02-13 22:15
Shouldn’t, unless in error.