Issue is the checks I received are dated early January 2024 so the custodian mentioned I wont receive tax forms for those checks until next year - therefore, sh...
Thank you all - I was able to source the rollovers back to the proper accounts by looking at the transaction history so was user error on my end. Appreciate the...
Can you explain what you meant by your first statement?Re: second point - I had reinvested into multiple funds so difficult to conclude from statements alone
Thanks for the response - I know the types of accounts I have. I just can’t remember where each specific rollover was allocated given it was a larger consolidat...
