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How do I avoid penalties on an IRA transfer that was completed prior to 60 days?
I closed one mutual fund IRA and transferred the money to another investment company. The mutual fund company that I closed the account with would not accomplish a direct rollover. They sent me a check and I immediately gave it to the new investment company (well within the 60-day limit). How do I reflect the fact that no tax or penalty is due because the transfer was within the rules
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‎June 6, 2019
6:27 AM