Bob Hoffman

Thanks, appreciate the information.

Where is an IP PIN entered when the client has been the victim of identity theft and has a letter with a IP PIN? Thank you

We don't care.

Awww..cmon.

Totally agree with Jack. Seems like they (CU) have a different focus than the banks do.

Agreed. I got that same offer.

Agree, totally

Count me ia as well. [email protected]

I think that ari and FTM should have their own forum; that way.....................Anyway, the Bobby and Kimmie rant has gone on so long, I have lost track of who they are even supposed to be. Definely, take your show to anyother forum, please. And FTM is not funny. Glad to get that off my chest.

I wouldn't

Man, I must have gotten a different product than you four. WTH did I buy? It worked well. No stuff!!!

Thank you gentlemen.

My client has received a 1099R with a distribution code L1 because her prior company closed down her 401(k) plan while she had a loan outstanding. She didn't pay it back and because she is under 50 years of age, it appears that she will have to pay a 10% penalty as well. I have researched the instructions for form 5329 and find no exceptions that apply. Has anyone had this experience in the past and aware of an out for the penalty? Thank you.

Ditto

Hint. Hint