In Burack v. Commissioner, TC Memo 2019-83, the Tax Court held that a taxpayer was not required to include IRA distributionsin her taxable income and the distribution qualified for rollover treatment because of a bookkeeping error from the IRA provider.
See full opinion by clicking Burack v. Commissioner, TC Memo 2019-83.
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..
