On Oct 20, 9:19�am, Alan <sfcnm-...[at]yahoo.com> wrote:
- quote -

As an AARP TaxAide site coordinator, it is my belief that untangling
the "mess" is beyond the scope of TaxAide training. Refer the client
to a paid professional (with apologies of course).

It seems that AARP has become increasingly insistent on not exceeding
the limits of their training, especially in the past few years. This
now results in not being able to help clients with situations which we
handled in past years (and must now turn down).

Herb

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

Why do I have this sinking feeling that when I volunteer my time
with AARP Taxaide this season I am going to encounter clients
that have rolled over (not a trustee to trustee transfer) their
IRA more than once in one year? Could it be I have already had
two conversations with people who have done that!

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >