Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Well, I called American Enterprise back and talked with a different person this time. He was nicer and seemed to know a little more of what he was talking about. He is sending more paperwork and says that if I write "Inherited IRA" on the form, that should be sufficient. The Vanguard guy said basically the same thing. Write inherited IRA across the top of the form. Appearently there isn't even an official blank on either form for putting such a critical piece of information. Not very comforting. We'll see when I actually get the forms.

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.