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If I moved my Roth IRA from a bank to a brokerage account, do I answer Yes for "did you sell any stocks, bonds, mutual fund shares or other investments?
To my knowledge, I have only sold shares myself WITHIN the brokerage acct/Roth IRA. I have received no cash from it. Unless they were technically sold when the bank moved my holdings to TD Ameritrade
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March 7, 2021
10:29 AM