Hello - Trying to help my daughter... She left a job and didn't have enough money in a company sponsored 401k (~$800), this caused her incur an indirect rollover. She was issued a check and then subsequently opened a Vanguard account. However, apparently it was not enough to actually open the IRA and they called it an IRA account but the funds are apparently in an ETF under the "IRA account name".
Trying to figure out where and how she should report this as she actually paid the tax and the penalty.
When this all took place back in June she spent numerous hours on the phone with both T Rowe Price and Vanguard and her take away was she would get that money back at tax time.
Hopefully this makes sense. Any help would be appreciated.
Thank you!
