I've processed the return of excess contributions from the 2nd and 3rd Prudential IRA distributions back into my Vanguard brokerage account. Can I use funds fro...
Are you saying that if the two withdrawals ineligible for rollover are removed as excess contributions, they would not be included astaxable income in the 1099R...
I spoke to Vanguard this morning. The retirement specialist that I spoke to told me that since 2 of the 3 Prudential IRA distributions were taken on the same da...
Appreciate the input, dmertz. What you suggest makes sense to me. I'm just hoping that Vanguard will be able to return the excess contribution. I'll update my p...
I'm hoping that Vanguard can reverse the entire transfer into my traditional IRA (since it only happened one business day ago) and allow me to move those funds ...
