NASSAUSUFFOLK

          Do you know of any way to fix a 2019 1099 R distribution error. There was a CD Maturity that should have been rolled over into another IRA product. When the bank sent the check it got deposited into the recipients savings account. She is 94, any ideas how to fix this and avoid paying taxes on monies that should still be in and IRA?

NOTICE: The information contained in this e-mail transmission is intended for the use of the individual(s) to which it is addressed and may contain information that is confidential, the disclosure of which is prohibited by law. If you are not the intended recipient, you are notified that any dissemination of this communication and/or any attachment hereto is strictly prohibited. If you have received this communication in error, please notify the Sender immediately by reply e-mail (or at 516-681-0201) and destroy / delete the original transmission and any attachments hereto.  Although this e-mail is believed to be free of any virus or other defect, it is the responsibility of the recipient to ensure that it is virus free; Donald Ingram, CPA and Donel Associates, Ltd. accepts no responsibility for any loss or damage arising in any way from its use

          Do you know of any way to fix a 2019 1099 R distribution error. There was a CD Maturity that should have been rolled over into another IRA product. When the bank sent the check it got deposited into the recipients savings account. She is 94, any ideas how to fix this and avoid paying taxes on monies that should still be in and IRA?

NOTICE: The information contained in this e-mail transmission is intended for the use of the individual(s) to which it is addressed and may contain information that is confidential, the disclosure of which is prohibited by law. If you are not the intended recipient, you are notified that any dissemination of this communication and/or any attachment hereto is strictly prohibited. If you have received this communication in error, please notify the Sender immediately by reply e-mail (or at 516-681-0201) and destroy / delete the original transmission and any attachments hereto.  Although this e-mail is believed to be free of any virus or other defect, it is the responsibility of the recipient to ensure that it is virus free; Donald Ingram, CPA and Donel Associates, Ltd. accepts no responsibility for any loss or damage arising in any way from its use

          Do you know of any way to fix a 2019 1099 R distribution error. There was a CD Maturity that should have been rolled over into another IRA product. When the bank sent the check it got deposited into the recipients savings account. She is 94, any ideas how to fix this and avoid paying taxes on monies that should still be in and IRA?

NOTICE: The information contained in this e-mail transmission is intended for the use of the individual(s) to which it is addressed and may contain information that is confidential, the disclosure of which is prohibited by law. If you are not the intended recipient, you are notified that any dissemination of this communication and/or any attachment hereto is strictly prohibited. If you have received this communication in error, please notify the Sender immediately by reply e-mail (or at 516-681-0201) and destroy / delete the original transmission and any attachments hereto.  Although this e-mail is believed to be free of any virus or other defect, it is the responsibility of the recipient to ensure that it is virus free; Donald Ingram, CPA and Donel Associates, Ltd. accepts no responsibility for any loss or damage arising in any way from its use

          Do you know of any way to fix a 2019 1099 R distribution error. There was a CD Maturity that should have been rolled over into another IRA product. When the bank sent the check it got deposited into the recipients savings account. She is 94, any ideas how to fix this and avoid paying taxes on monies that should still be in and IRA?

NOTICE: The information contained in this e-mail transmission is intended for the use of the individual(s) to which it is addressed and may contain information that is confidential, the disclosure of which is prohibited by law. If you are not the intended recipient, you are notified that any dissemination of this communication and/or any attachment hereto is strictly prohibited. If you have received this communication in error, please notify the Sender immediately by reply e-mail (or at 516-681-0201) and destroy / delete the original transmission and any attachments hereto.  Although this e-mail is believed to be free of any virus or other defect, it is the responsibility of the recipient to ensure that it is virus free; Donald Ingram, CPA and Donel Associates, Ltd. accepts no responsibility for any loss or damage arising in any way from its use

          Do you know of any way to fix a 2019 1099 R distribution error. There was a CD Maturity that should have been rolled over into another IRA product. When the bank sent the check it got deposited into the recipients savings account. She is 94, any ideas how to fix this and avoid paying taxes on monies that should still be in and IRA?

NOTICE: The information contained in this e-mail transmission is intended for the use of the individual(s) to which it is addressed and may contain information that is confidential, the disclosure of which is prohibited by law. If you are not the intended recipient, you are notified that any dissemination of this communication and/or any attachment hereto is strictly prohibited. If you have received this communication in error, please notify the Sender immediately by reply e-mail (or at 516-681-0201) and destroy / delete the original transmission and any attachments hereto.  Although this e-mail is believed to be free of any virus or other defect, it is the responsibility of the recipient to ensure that it is virus free; Donald Ingram, CPA and Donel Associates, Ltd. accepts no responsibility for any loss or damage arising in any way from its use