Ira rollover at year end
I have a client that wants to take a large sum out of his IRA near year end and then roll it back in within 60 days. He will receive a 1099r for the distribution. How will he justify not having to pay tax since the amount rolled in won’t go in until the following year?
Permalink Submitted by Alan - IRA critic on Wed, 2015-10-28 20:11
Duplicate post.