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Get your taxes done using TurboTax
"Part of", as in I didn't close out the account, I only took a portion (the daily max.). I think it's generated all of these additional forms because I requested the check sent to me directly and then later deposited it with a new broker (Fidelity). Had I set up the Fidelity account first and then did an "institution" transfer, I don't think they would require an explanation. At least that's the way I understand it from researching?
‎April 6, 2023
1:10 PM