IRA Rollover…ODDBALL
I have a client who put too much money into his SEP IRA account, but then within
60 days, took funds out of other IRA/annuity accounts…
…Is there any way that those could be construed as Rollover contributions when
made prior to the distributions?
Thanks!
Larry Massey, CPA
Folsom CA
(Yes, I think the answer is no!)
Permalink Submitted by Alan Spross on Tue, 2012-09-25 01:03
Was the contribution to the SEP IRA a SEP contribution, regular traditional IRA contribution, or rollover contribution from the distribution of another account?