Thanks a million, Dave!
I am very grateful for your prompt response and the steps are very clear, although I may reach out again.
What questions am I asking the broker? I already know the amount of the withdrawal and that taxes were not taken out. Is there something else other than the EIN?
Also, is there somewhere I actually type in the effort I made in actual sentences? Or is it self explanatory in the software?
Many thanks again. What a relief!
