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I closed an IRA from LPL financial in 2017. Funds were moved directly to Fidelity IRA. LPL did not complete the recipient info. Am I the recipient or is Fidelity?
PaulBr
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I closed an IRA from LPL financial in 2017. Funds were moved directly to Fidelity IRA. LPL did not complete the recipient info. Am I the recipient or is Fidelity?
If Fidelity is the recipient, can I just take the info from my fidelity statement?
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TurboTax Premier Windows
‎June 5, 2019
4:28 PM
