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New Member
posted Jun 4, 2019 12:16:43 PM

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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1 Best answer
Intuit Alumni
Jun 4, 2019 12:16:44 PM

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.

1 Replies
Intuit Alumni
Jun 4, 2019 12:16:44 PM

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.