Tax Question

760
13
Joined
Apr 8, 2006
Pension plan at merill lynch terminated in 2006 and transfers it to a pension plan at Schwab which terminated in 2012. Client receives reimbursement of sale chares, expenses, interest, etc for the period of time between 2006 to 20012 when they transferred the account to Schwab and received a check made out to the business entity.
Can they deposit the check to the business, and then write checks for the prorated amounts and do a rollover to their IRAs?
 
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