12-31-2008, 03:13 PM
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 Re: How do I handle a stock security litigation claim refund? Dick Adams wrote: - quote - > I am posting this for Andrew <andrew[at]jkl.com> Michael B. wrote: > > 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? That's what I said in my post in this thread. -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#-1
12-31-2008, 06:48 AM
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| Re: How do I handle a stock security litigation claim refund? I am posting this for Andrew <andrew[at]jkl.com Michael B. wrote: - quote - > 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? -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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| claim, handle, litigation, refund, security, stock |
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