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Retirement tax questions
Yes, in my explanation I noted that I had that IRA set for automatic distribution in December of each year. When Vanguard changed accounts over in fall 2022 apparently they did not transfer the instruction. I caught it over the long New Year weekend when I started pulling tax "stuff" together. I doubt that I am the only Vanguard customer that this happened to.
‎April 6, 2023
5:33 AM