About Jboughan4

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Re: failed rollover to inherited IRA

thats a good point, but the direct rollover is allowed, whereas this was an indirect rollover which is strictly against the rules for non-spouse beneficiaries s...

Jboughan4

1

Updated Mar 16, 2023
Re: failed rollover to inherited IRA

Thanks for the response.The custodian said they would only process it as a taxable distribution on the 1099R.So, I can still remove it as a taxable distribution...

Jboughan4

1

Updated Mar 16, 2023

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Posted Re: failed rollover to inherited IRA on Retirement tax questions. ‎March 16, 2023 6:27 AM
Posted Re: failed rollover to inherited IRA on Retirement tax questions. ‎March 15, 2023 6:52 PM
Posted failed rollover to inherited IRA on Retirement tax questions. ‎March 15, 2023 6:22 PM

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Date Registered	‎January 22, 2023 8:03 PM
Date Last Visited	‎March 16, 2023 9:38 AM
Total Messages Posted	3

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