Thank you all for your good advice. Based on that advice and what I've read on the IRS documents, I have an illegitimate Inherited IRA. I've called the company ...
Unfortunately, it appears the receiving trustee erred in accepting the funds as a legitimate transfer. I now have to figure out how to resolve this fiasco of an...
Thank you for your response. Attaching a letter would require not using TurboTax for online filing. Is that your suggestion? For confirmation, Form 1040 Line 15...
Well, therein lies the problem. The bank that held the IRA was told I was transferring it to an Inherited IRA (which I now have) and sent me a check. I took the...