Fw: How do I handle a stock security litigation claim refund?

Dec 31, 2008 0 Replies


> Arthur:


> >
> > No, it was not in my IRA account but maybe I need to clarify things: > > ... >
> But my check from the same source *WAS* due to the Enron stock becoming
> worthless in my IRA in 2001. I spoke with Vanguard (holding the traditional
> IRA) and they told me to send them the check (not endorsing it, as it was
> made out to 'Andrew IRA, c/o Vanguard Fiduciary Trust Company' along with
> the paperwork received so that they realize to treat it essentially as a
> rollover, and not as a contribution.
>
> Sound right?
>
> --
> -------------------------------------------------------------
> Regards -
>
> - Andrew
>
>

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