Thanks for your continued help.
The wire was made payable to "Annuity Life Company". Does that make it a trustee-to-trustee transfer?
I'm not sure that I understand what you mean that I reported it as a distribution and rollover. AFAIK I only reported it as a distribution with IB's 1099, without specifying that it was for a rollover. Just trying to understand.
I did a trustee-to-trustee transfer, to Betterment, within 12 months after the Athene transfer. Will that cause a problem?
In all cases the money never passed through my hands or my bank accounts.
