NUA question

Customer has a 401K at Fidelity, has company stock that we want to convert into a brokerage via NUA.  I know the rules say the entire 401K has to be moved including the non stock portion, which would go to an IRA.  Customer did a distribution from the 401k in 2015. Fidelity it now saying the NUA option is not available because of the previous distribution.  Is this correct under IRS rules?



Duplicate post.

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