About SomeoneLikeYu

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Re: Roth IRA custodian to custodian direct transfer (rollover) Tax f...

No form was received. Called TIAA, and was told that there would be no form for the custodian to custodian transfer.

SomeoneLikeYu

Updated Mar 10, 2022
Re: Merrill Edge 1099 Cannot be imported to TurboTax

Yes, it worked this morning.

SomeoneLikeYu

Updated Feb 26, 2022
Re: Roth IRA custodian to custodian direct transfer (rollover) Tax f...

I guess I will wait a bit to see if I am getting any form(s) before tax filing.

SomeoneLikeYu

Updated Mar 10, 2022

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Date Registered	‎January 30, 2021 8:06 PM
Date Last Visited	‎February 22, 2025 8:50 PM
Total Messages Posted	7
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