wanaberetiree
Full time employment: Posting here.
- Joined
- Apr 20, 2010
- Messages
- 718
I have a small amount (~50$) left over in my brokerage IRA #1.
I want to move it to my brokerage IRA #2.
What if do an electronic transfer into my personal account or request a check mailed and then buy funds in my brokerage IRA #2.
My question is:
brokerage IRA #1 will report this as taxable distribution
what will I have to reported on my 2015 taxes to proof that it was a qualified rollover?
Thx
I want to move it to my brokerage IRA #2.
What if do an electronic transfer into my personal account or request a check mailed and then buy funds in my brokerage IRA #2.
My question is:
brokerage IRA #1 will report this as taxable distribution
what will I have to reported on my 2015 taxes to proof that it was a qualified rollover?
Thx