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

Michael B. wrote:

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?
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
  Click to see the full signature.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Dick Adams wrote:

That's what I said in my post in this thread.
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
  Click to see the full signature.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

BeanSmart.com is a site by and for consumers of financial services and advice. We are not affiliated with any of the banks, financial services or software manufacturers discussed here. All logos and trade names are the property of their respective owners.

Tax and financial advice you come across on this site is freely given by your peers and professionals on their own time and out of the kindness of their hearts. We can guarantee neither accuracy of such advice nor its applicability for your situation. Simply put, you are fully responsible for the results of using information from this site in real life situations.