Vanguard has the account set up correctly as an Inherited IRA as custodian for the deceased. The original institution is Navy Federal Credit Union. I called tod...
To further clarify:1. The original financial institution issued a 1099R for the entire amount in the IRA when it was transferred (peer to peer) to Vanguard.2. V...
I agree with you. I do not think they should have sent me a 1099-R. I called them today and they said they are required to issue the 1099-R as they close out th...
