Elderly Client Inadvertently Withdrew RMD Twice

Submitted by Nicholas Stefaniak on Wed, 2018-03-07 17:17

I have an elderly client who has memory problems. He inadvertently withdrew his RMD twice last year. Is there any way that one of these can be undone?



Submitted by Alan - IRA critic on Wed, 2018-03-07 20:07

  • https://www.irs.gov/pub/irs-drop/rp-16-47.pdf
  • The self certification procedure might be investigated, but it sounds that he falls short of the “seriously ill” reason for doing such a rollover. You might look this over and see if any of these reasons could be justified.  

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