If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

posted

Connect with an expert

1 Best answer

Accepted Solutions

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

Yes, check that the opening date was before 2014. The fact that is has been rolled over to a different IRA administrator does change the start date of the IRA.

View solution in original post

1 Reply

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

Yes, check that the opening date was before 2014. The fact that is has been rolled over to a different IRA administrator does change the start date of the IRA.

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post

Expert does your taxes

Do it yourself

Resources

Support

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

Unlock tailored help options in your account.

Get more help

Do you have a TurboTax Online account?

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

Do you have an Intuit account?

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

If my IRA was opened before 2014 but not with the company it is currently with, do I check yes or no when asked if IRA was opened before 2014?

Unlock tailored help options in your account.

Get more help

Related Content