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.
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.
