@Mike9241thank you! but if I do an in-kind transfer from my taxable brokerage to my Roth IRA without directly selling the securities, is this an event that trig...
@Bsch4477thank you! wait, sorry if I was unclear, but I was referring to the fact that I'm needing to sell the securities in my taxable brokerage in order to co...
@Opus 17Thank you so much for the info! Would you suggest that I provide anything to the IRS in addition to filing my taxes next month to 'explain' that I indee...
@Opus 17 Thank you for your reply!! So even though when I file my 2023 taxes, I won't have any form that indicates that I successfully rolled over my 401k check...
