- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I'll have to call them and asked if they did a transfer or rollover. That's a good point.
And yes I agree the rmd amount would be ineligible, which makes me think TD did a transfer which is not what we requested.
Very helpful. Thank you.
‎July 17, 2023
6:34 PM