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Get your taxes done using TurboTax
I had my Roth-ira account in Wells Fargo and I closed my account at Wells-Fargo and asked them to send it to my Roth-ira account in Fidelity.Wells Fargo sent me a cheque for the entire amount to be deposited to Fidelity Roth-IRA which I did. I received a Form 5498 from Fidelity and 1099-R from Wells Fargo.
March 11, 2022
4:13 PM