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pension lump sum from company went to wrong account
i took a lump sum distribution from my pension, funds were supposed to go directly to my ira but went to regular brokerage account instead. the brokerage then had to do withdrawal of funds from brokerage and deposited them in ira, THe brokerage will not consider it a direct rollover since the funds went to the brokerage account first
the company reporting as a direct rollover but will it be indirect since the funds were then moved from the brokerage to ira. the 1099 will have dist g but it the brokerage will not show it that how. how to fix, the company refused to change the code
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‎November 7, 2022
11:37 AM