@bkmDanno wrote:
Thanks again! I'll see if Ameritrade changes their tune tomorrow after explaining what you've explained to me.
Dan
You do not need to explain ANYTHING to them. Just tell them that you are doing a qualified 60 day indirect rollover form another qualified account. The details are your business - not theirs.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
