Hello Community,
I wonder if I can get support.
I realized today after nearly a year that monies from a Traditional IRA I had opened at Wells Fargo has rolled over into a regular brokerage account I opened at Interactive brokers (completely by fault) when I had intended it to set up a traditional IRA account.
I am very upset about this and wonder if there is any recourse about this. We're talking ~75K in rollover monies that flew into a brokerage account using ACATS transfer from Wells Fargo Advisors (Brokerage) to Interactive Brokers.
I have not received a 1099-R for it but wonder if I can approach the IRS or Wells Fargo or anything else.
Appreciate all the support.
