Hi Phil and Debra,Thanks for the advice, I'm trying to follow it.Carl made an appointment to see the bank representatives tomorrow to get the paperwork. If there is something in particular that I should get him to ask for, please let me know.I am assuming that you mean transactions, withdrawals, deposits, signatures, all with dates.> Only distributions for which the account holder takes possession are restricted to once a year. Depending on how the check that Carl received was written, it is possible that both rollovers were trustee-to-trustee.Is there an IRS publication / example that details this so that I have a reference? I read pub 590, didn't seem to find it, maybe my eyes glossed over.Again, thanks all.
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