Toyo1
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Update.....The brokerage company was able to do an internal transfer. They had called it a redeposit so if you are looking for the terminology to use instead of...
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Ok....I will call him tomorrow and try again but this time I will include, "to accept self-certification under IRS Rev. Proc. 2020-46 (reason 3.02(a), financial...
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I finally spoke with someone with the knowledge and know how in the accepting financial institution. The are familiar with the IRS code you had referenced for a...
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I spoke with them, they are currently working on it to try and get it done internally. They will let me know tomorrow if it can be done but they did mention of ...
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I will call them and see if they can do the transfer internally but just an FYI when I did fill out the request for the excess contribution. It had asked me wha...
Activity Feed for Toyo1
- Cheered Re: Rollover from Employer Based Retirement Account into Wrong Type of Account for dmertz. March 28, 2023 12:38 PM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 27, 2023 1:22 PM
- Cheered Re: Rollover from Employer Based Retirement Account into Wrong Type of Account for dmertz. March 27, 2023 1:05 PM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 23, 2023 2:23 PM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 23, 2023 11:24 AM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 21, 2023 6:06 AM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 20, 2023 2:45 PM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 20, 2023 2:07 PM
- Posted Re: Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 17, 2023 12:03 PM
- Posted Rollover from Employer Based Retirement Account into Wrong Type of Account on Retirement tax questions. March 17, 2023 10:41 AM
- Posted Re: Remove These Wages (Lived Half the Year in CT and Moved to PA 2nd half but Work in NJ full year on State tax filing. April 13, 2021 12:15 PM
- Posted Remove These Wages (Lived Half the Year in CT and Moved to PA 2nd half but Work in NJ full year on State tax filing. April 13, 2021 5:25 AM