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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?

 
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Level 4

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.

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Highlighted
Level 4

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