@TheFAFSAGuru if the family used the DRT, the data from their tax return will NOT be visible to them.
- Check the asset amounts for accuracy.
- Did this family do a retirement rollover in 2019? That could very well be the issue.
Hoping they respond!
@TheFAFSAGuru if the family used the DRT, the data from their tax return will NOT be visible to them.
Hoping they respond!