Jboughan4
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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...
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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...
Activity Feed for Jboughan4
- 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