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Retirement tax questions
"I took a regular distribution" and "they coded as dir transfer" are contradictory.
Was there a check issued by the old custodian? If so, was the check made out to you or was it instead made out to your new IRA for your benefit? If there was no check issued, how was the money moved?
Was there a check issued by the old custodian? If so, was the check made out to you or was it instead made out to your new IRA for your benefit? If there was no check issued, how was the money moved?
‎June 5, 2019
11:44 PM