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Author: TMFPMarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121219  
Subject: Re: Multiple rollover problems and 1099-R Date: 3/25/2008 1:36 AM
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4. Carl brings the checks to BoringBank, and signs more papers. At this point, Carl assumes that the IRA + Roth was moved from DaisyInsurance to BoringBank. Carl has no concept of "distribution". I am trying to find out the exact papers that were signed during this transaction ( or multiple transactions). This is all done within the 60-day time limit.

Those papers are critical. If the money got into IRAs at the bank in time to complete the rollover and the subsequent shuffling was nothing more than the bank moving it around the biggest problem Carl has is erroneous 1099's.

Phil
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