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

> 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 > >
Reply to
Andrew D. Schmidt
Loading thread data ...

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.