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Client rolled over from an employer plan to an IRA. I believe she should have received a 1099R but it was a complete direct trustee to trustee roll over so is it necessary to wait for it? ------------------------------ ...

https://www.msn.com/en-us/money/taxes/irs-tax-refund-new-warning-issued/ar-AA201WIe?ocid=socialshare ------------------------------ Roger Lubiens, MBA, LPA, CTRP, ASPF, NSA dir ROGERLUBIENS@GMAIL.COM ...

I think we are caught in the middle of business efficiency and post office inefficiency (by design?). Businesses save money by avoiding postage, mailing service providers, paper, incorrect addresses ...