Thanks to both of you for replying. It makes a little more since now. Since part of the total distribution is made up of “after tax funds” and part is “before t...
Thanks guys for all the good info and confirming what I considered were going to be major issues to deal with next spring unless fixed now while fresh in mind f...
Yes, according to the records with the original custodian, they are showing it as a normal distribution rather than a transfer. I found this out when I went in ...
Thank you. As suspected I'm getting fed a bunch of garbage by the custodian. I was told that the the IRS would get the Form 5498 in January and that it would st...