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Client (mom and adult daughter) have appointment at 5:30pm. At 5:20, I look out window and see car parked outside. I assume it the mom or daughter waiting for the other....time goes by and I'm busy doing taxes until my 6pm appointment arrives. I let her in and she asks "do you know 2 people are just sitting in a car outside?". As I finish with 6pm client at 6:20, 5:30pm clients ANGRILY come to my door and yell at me because they's been sitting outside in their car for an hour. Why were you sitting in your car...your appointment was for 5:30pm? "Well we did not know if you were home!" "Of course I was home...that is why I scheduled you for 5:30...but if you were unsure, you could have just called me." "Yeah, well we do not have one of those fancy smart phones!" what is wrong with people?

Do you think they did?? All my correspondence with my clients says to reach out to me during the year if you anticipate any changes or look to withdraw any funds from an IRA or Pension. Not many listen.

I don't think a 1099R will be issued as a rollover (Code G), because the rollover wasn't from one institution to another. Ir will have to be documented with the appropriate records. I went through this once with a client who had self prepared the return and got a CP2000, which was reversed when the documentation was presented.

There is still time for your client to approach the lawyer and say if the agreement is not signed in time, alimony will be reduced by whatever tax bracket applies because it will not longer be deductible. Spouse may even come out ahead if her bracket would have been higher if the alimony was declared as income so she gets to keep more of the reduced amount. Win-win?