Thank you. It was cash. So the money in the brokage account will be taxed as either short or long term capital gains when I sell it. Depending how long it's bee...

I accidentally selected taxable brokerage account when I rolled over funds from previous employer to Schwab in October. I found out this April that I made a mis...

Quick question. What happened to the capital gains on the original transfer? I had almost the same situation. They transferred my original rollover into an ira ...