How to answer if I inherited the Pershing LLC as Agent for M&T Bank.

agingrich · ‎June 6, 2019

I just need to know how to answer - yes or no. This is not an inheritance, but a qualified rollover from a pension plan.

MaryK1 · ‎June 6, 2019

No, you only indicate inherited if you are the beneficiary of a decedent's account.

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MaryK1 · ‎June 6, 2019

No, you only indicate inherited if you are the beneficiary of a decedent's account.

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