Hi -
I had an IRA and a SEP IRA with Bank of America and for reasons unknown - they closed the account and mailed me checks for the full amounts.
After I had cleared up whatever issues they had, I went back in, and we re-opened an IRA Rollover account for exactly the same amount as had been cashed out of the accounts they mistakenly closed. We were careful to mark the new accounts as "ROLLOVER".
I have not received a 1099R from Bank of America - and don't see any tax forms in my online portal.
Does Bank of America notify the IRS that the money WAS correctly rolled over - or do I have to? HELP! : )
If I'm unable to get any forms from Bank of America - can I enter the information myself?
